Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s Putnam Ultra Short Duration in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HWH CORPORATION HWH CORPORATION EMPLOYEES' PROFIT SHARING PLAN AND TRUST | MOSCOW IA | 70 | $15.4M | $1.1M |
| 2 | CCO, INC. CCO, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST | MOSCOW IA | 56 | $4.6M | $433K |
