Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding PUTNAM ASSET ALLOC BAL A in their Schedule of Assets, totaling $3.9M 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 | TIERRA, INC. TIERRA, INC. 401(K) PLAN | TAMPA FL | 3 | $15.5M | $1.1M |
| 2 | VANNGUARD UTILITY PARTNERS, INC. VANNGUARD UTILITY PARTNERS, INC. 401(K) PLAN | DE FOREST WI | 325 | $3.6M | $1.1M |
| 3 | AMERAPEX CORPORATION AMERAPEX CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 375 | $5.2M | $403K |
| 4 | KOVA FERTILIZER KOVA FERTILIZER INC. 401(K) PLAN | GREENSBURG IN | 234 | $13.9M | $384K |
| 5 | HH HOLDINGS, INC. HH HOLDINGS, INC. 401(K) PLAN | KAILUA HI | 140 | $5.6M | $250K |
| 6 | AMRO FABRICATING CORPORATION AMRO FABRICATING CORPORATION 401K PLAN & TRUST | SOUTH EL MONTE CA | 186 | $4.7M | $233K |
| 7 | AMERICAN EAGLE READY MIX AMERICAN EAGLE READY MIX 401K PLAN | NORTH LAS VEGAS NV | 884 | $2.6M | $170K |
| 8 | BROTHERS PRODUCE OF DALLAS INC BROTHERS PRODUCE OF DALLAS INC 401(K) PLAN | DALLAS TX | 306 | $2.0M | $92K |
| 9 | FULCRUM DIGITAL, INC. FULCRUM DIGITAL, INC. 401K PLAN | NEW YORK NY | 68 | $3.5M | $62K |
| 10 | AN.DEL.USA, INC. & SUBSIDIARIES TOD'S 401(K) PLAN | NEW YORK NY | 332 | $6.0M | $44K |
