Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding George Putnam Balanced R6 Mutual fund in their Schedule of Assets, totaling $23.5M 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 | KOCH ENTERPRISES, INC. KOCH COMPANIES 401(K) PLAN | EVANSVILLE IN | 2,537 | $284.5M | $17.4M |
| 2 | TRAYLOR BROS., INC. TRAYLOR CONSTRUCTION GROUP 401(K) PLAN | EVANSVILLE IN | 991 | $83.8M | $6.0M |
| 3 | CHAIRMANS FOODS, LLC CHAIRMANS FOODS, LLC 401K PLAN |
NASHVILLE TN |
| 351 |
| $4.8M |
| $82K |
