Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding PUTNAM ASSET ALLOC GRTH A in their Schedule of Assets, totaling $5.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AN.DEL.USA, INC. & SUBSIDIARIES TOD'S 401(K) PLAN | NEW YORK NY | 332 | $6.0M | $1.7M |
| 2 | HEYL TRUCK LINES INC. HEYL COMPANIES 401(K) PLAN | AKRON IA | 553 | $10.7M | $1.6M |
| 3 | HEDRICK BROTHERS CONSTRUCTION CO HEDRICK BROTHERS CONSTRUCTION CO., INC. THRIFT AND PROFIT SHAR |
WEST PALM BEACH FL |
| 187 |
| $15.8M |
| $521K |
| 4 | KOVA FERTILIZER KOVA FERTILIZER INC. 401(K) PLAN | GREENSBURG IN | 234 | $13.9M | $480K |
| 5 | CONTRACT PROFESSIONALS, INC. CONTRACT PROFESSIONALS, INC. 401(K) RETIREMENT SAVINGS PLAN | WATERFORD MI | 179 | $6.3M | $476K |
| 6 | TIERRA, INC. TIERRA, INC. 401(K) PLAN | TAMPA FL | 3 | $15.5M | $443K |
| 7 | TEAM BEANS LLC TEAM BEANS LLC 401(K) PROFIT SHARING PLAN | PISCATAWAY NJ | 160 | $9.5M | $404K |
| 8 | CREATIVE WORLD OF CHILD CARE IN CREATIVE WORLD OF CHILD CARE INC 401K PLAN | DAYTON OH | 106 | $3.3M | $221K |
| 9 | AMERAPEX CORPORATION AMERAPEX CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 375 | $5.2M | $23K |
| 10 | KOONS OF MANASSAS, INC. DBA JOYC JOYCE KOONS HONDA BUICK GMC 401(K) PLAN & TRUST | MANASSAS VA | 173 | $9.4M | $9K |
