Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding PUTNAM ASSET ALLOC CONS R in their Schedule of Assets, totaling $1.3M 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 | PATRICK K WILLIS COMPANY INC P K WILLIS COMPANY INC 401K PLAN | EL DORADO HILLS CA | 302 | $7.7M | $1.1M |
| 2 | THE FLORIDA HOUSE EXPERIENCE MAN THE FLORIDA HOUSE EXPERIENCE MANAGEMENT CORP 401K PROFIT SHAR | DEERFIELD BEACH FL | 278 | $5.2M | $93K |
| 3 | JERRYS CHEVROLET, INC. |
BALTIMORE MD |
| 174 |
| $7.1M |
| $74K |
| 4 | 3SHAPE, INC. 3SHAPE, INC. 401(K) PLAN | NEW PROVIDENCE NJ | 70 | $7.0M | $19K |
| 5 | CITY WIDE PROPERTY SERVICES INC. CITY WIDE PROPERTY SERVICES INC. 401(K) PLAN | RANCHO CORDOVA CA | 132 | $1.6M | $7K |
| 6 | K-1 SPEED INC K-1 SPEED INC 401K PLAN | IRVINE CA | 1,315 | $872K | $7K |
| 7 | CAROUSEL DEVELOPMENT & RESTORA CAROUSEL DEVELOPMENT & RESTORATION, INC. 401(K) PROFIT | DELRAY BEACH FL | 55 | $4.1M | $3K |
