Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Putnam Dynamic Asset Alloc Bal R6 Mutual Fund in their Schedule of Assets, totaling $251K 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 | METROPOLITAN MINISTRIES, INC METROPOLITAN MINISTRIES, INC. 401(K) PLAN | TAMPA FL | 302 | $8.3M | $137K |
| 2 | B & D INDUSTRIES, INC. B & D INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 161 | $15.7M | $113K |
