Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PUTNAM ASSET ALLOC BAL R in their Schedule of Assets, totaling $1.6M 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 | JERRYS CHEVROLET, INC. JERRY'S AUTOGROUP 401(K) PLAN | BALTIMORE MD | 174 | $7.1M | $1.3M |
| 2 | THE FLORIDA HOUSE EXPERIENCE MAN THE FLORIDA HOUSE EXPERIENCE MANAGEMENT CORP 401K PROFIT SHAR | DEERFIELD BEACH FL | 278 | $5.2M | $209K |
| 3 | CAROUSEL DEVELOPMENT & RESTORA |
DELRAY BEACH FL |
| 55 |
| $4.1M |
| $48K |
