Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Putnam Dynamic Asset Alloc Growth R6 Mutual Fund in their Schedule of Assets, totaling $3.4M 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 | THE BAKER COMPANY THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN | SANFORD ME | 144 | $19.7M | $2.0M |
| 2 | B & D INDUSTRIES, INC. B & D INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 161 | $15.7M | $882K |
| 3 | METROPOLITAN MINISTRIES, INC |
TAMPA FL |
| 302 |
| $8.3M |
| $394K |
| 4 | CHARTWELL MANAGEMENT, LLC CHARTWELL MANAGEMENT, LLC 401(K) PLAN | NEEDHAM MA | 89 | $2.8M | $104K |
| 5 | 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 |
