Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 56 U.S. retirement plans report holding Putnam in their Schedule of Assets, totaling $168.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SECURITAS SECURITY SERVICES USA, IN SECURITAS SECURITY SERVICES USA INCENTIVE SAVINGS AND RETIREMENT PLAN | WESTLAKE VILLAGE CA | 76,740 | $519.2M | $29.5M |
| 2 | GENTEX CORPORATION GENTEX CORPORATION RETIREMENT SAVINGS PLAN | ZEELAND MI | 6,100 | $509.6M | $24.9M |
| 3 | OXBOW CARBON LLC |
WEST PALM BEACH FL |
| 283 |
| $177.2M |
| $13.9M |
| 4 | MENDES & MOUNT, LLP MENDES & MOUNT, LLP RETIREMENT PLAN | NEW YORK NY | 138 | $79.9M | $12.4M |
| 5 | EBARA TECHNOLOGIES, INC. EBARA TECHNOLOGIES, INC. 401K SAVINGS PLAN | SACRAMENTO CA | 415 | $53.1M | $9.5M |
| 6 | HOLDEN INDUSTRIES, INC. HOLDEN INDUSTRIES, INC. RETIREMENT PLAN | DEERFIELD IL | 1,277 | $78.2M | $7.8M |
| 7 | ZEUS COMPANY LLC ZEUS 401(K) PLAN | ORANGEBURG SC | 1,960 | $208.5M | $7.4M |
| 8 | AM/NS CALVERT LLC AM/NS CALVERT LLC 401K PLAN | CALVERT AL | 2,153 | $288.5M | $6.9M |
| 9 | ALLEGACY FEDERAL CREDIT UNION ALLEGACY RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 400 | $51.6M | $6.2M |
| 10 | O. C. CLUSS LUMBER COMPANY O. C. CLUSS LUMBER COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST | UNIONTOWN PA | 110 | $14.7M | $5.5M |
