Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding PUTNAM ASSET ALLOC GRTH R in their Schedule of Assets, totaling $1.2M 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 | $413K |
| 2 | COSMAX USA COSMAX 401(K) PLAN | CARTERET NJ | 332 | $10.2M | $248K |
| 3 | NU-WORLD CORPORATION NU-WORLD CORPORATION 401(K) PLAN |
| 161 |
| $3.8M |
| $226K |
| 4 | JERRYS CHEVROLET, INC. JERRY'S AUTOGROUP 401(K) PLAN | BALTIMORE MD | 174 | $7.1M | $175K |
| 5 | THE FLORIDA HOUSE EXPERIENCE MAN THE FLORIDA HOUSE EXPERIENCE MANAGEMENT CORP 401K PROFIT SHAR | DEERFIELD BEACH FL | 278 | $5.2M | $67K |
| 6 | CAROUSEL DEVELOPMENT & RESTORA CAROUSEL DEVELOPMENT & RESTORATION, INC. 401(K) PROFIT | DELRAY BEACH FL | 55 | $4.1M | $50K |
| 7 | K-1 SPEED INC K-1 SPEED INC 401K PLAN | IRVINE CA | 1,315 | $872K | $2K |
