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 Y in their Schedule of Assets, totaling $4.5M 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 | SOURCEBOOKS, LLC SOURCEBOOKS, LLC 401(K) PLAN | NAPERVILLE IL | 287 | $20.1M | $4.4M |
| 2 | BENQ AMERICA CORP BENQ AMERICA CORP 401K PLAN | COSTA MESA CA | 151 | $24.0M | $128K |
| 3 | TRUMP INTERNATIONAL HOTEL & TOWE TRUMP INTERNATIONAL HOTEL & TOWER CONDOMINIUM 401(K) EMPLOYE |
NEW YORK NY |
| 70 |
| $14.5M |
| $51K |
