Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding GEORGE PUTNAM BALANCED M in their Schedule of Assets, totaling $11.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHIPCO TRANSPORT INC SHIPCO TRANSPORT INC'S 401(K) PLAN | HOBOKEN NJ | 496 | $39.2M | $4.1M |
| 2 | DAILY INSTRUMENTS CORP. DAILY INSTRUMENTS 401(K) PLAN | HOUSTON TX | 261 | $18.2M | $2.8M |
| 3 | BISCOMERICA CORPORATION BISCOMERICA 401(K) SAVINGS PLAN |
RIALTO CA |
| 193 |
| $11.3M |
| $1.4M |
| 4 | AARON THOMAS COMPANY, INC. AARON THOMAS COMPANY, INC. 401(K) PLAN | GARDEN GROVE CA | 2,191 | $7.9M | $824K |
| 5 | GLOBAL ASSOCIATION OF RISK PROFE GLOBAL ASSOCIATION OF RISK PROFESSIONALS INC. 401(K) PLAN | JERSEY CITY NJ | 79 | $19.4M | $405K |
| 6 | MAGNA ASSOCIATES, INC. MAGNA ASSOCIATES, INC. 401(K) PLAN | BOCA RATON FL | 72 | $4.9M | $340K |
| 7 | PRINCETON HOLDINGS, LLC PRINCETON HOLDINGS 401K PLAN | NATHROP CO | 119 | $6.1M | $339K |
| 8 | BOXN SAVE OF MD INC. BOX N SAVE OF MD INC. 401K PLAN | BALTIMORE MD | 189 | $3.0M | $278K |
| 9 | FAGIOLI PSC USA INC FAGIOLI PSC USA INC 401(K) PLAN | MANVEL TX | 75 | $4.9M | $272K |
| 10 | SUNNYSIDE MANOR, INC. SUNNYSIDE MANOR, INC. 401K PLAN | WALL NJ | 118 | $3.5M | $260K |
