Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Putnam Dynamic Asset Alloc Growth R6 Mutual Fund in their Schedule of Assets, totaling $7.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DAVENPORT REALTY TRUST DAVENPORT COMPANIES 401(K) PROFIT SHARING PLAN | SOUTH YARMOUTH MA | 172 | $19.8M | $3.4M |
| 2 | THE BAKER COMPANY THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN | SANFORD ME | 144 | $19.7M | $2.0M |
| 3 | B & D INDUSTRIES, INC. B & D INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN |
ALBUQUERQUE NM |
| 161 |
| $15.7M |
| $882K |
| 4 | METROPOLITAN MINISTRIES, INC METROPOLITAN MINISTRIES, INC. 401(K) PLAN | TAMPA FL | 302 | $8.3M | $394K |
| 5 | STILLWATER MILLING COMPANY STILLWATER MILLING COMPANY 401K RETIREMENT PLAN | STILLWATER OK | 134 | $6.7M | $192K |
| 6 | CHARTWELL MANAGEMENT, LLC CHARTWELL MANAGEMENT, LLC 401(K) PLAN | NEEDHAM MA | 89 | $2.8M | $104K |
| 7 | MCNEELY COMPANIES MCNEELY COMPANIES 401(K) PLAN | SAPPHIRE NC | 166 | $14.5M | $99K |
| 8 | BOYS & GIRLS CLUBS OF GARDEN GROVE, INC. EMPLOYEE BENEFIT PLAN OF BOYS & GIRLS CLUBS OF GARDEN GROVE, INC. | GARDEN GROVE CA | 53 | $3.1M | $2K |
