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 funds in their Schedule of Assets, totaling $20.0M 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 | PUTNAM INVESTMENTS, LLC THE PUTNAM RETIREMENT PLAN | GREENWOOD VILLAGE CO | 0 | $555.8M | $18.5M |
| 2 | UNITED STATES ANTI-DOPING AGENCY UNITED STATES ANTI-DOPING AGENCY 401(K) PLAN | COLORADO SPRINGS CO | 120 | $12.2M | $877K |
| 3 | SRS ACQUIOM HOLDINGS LLC SRS ACQUIOM HOLDINGS LLC 401(K) PLAN |
DENVER CO |
| 260 |
| $31.8M |
| $523K |
| 4 | CENTER FOR COMMUNITY ALTERNATIVES CENTER FOR COMMUNITY ALTERNATIVES 403(B) PLAN | SYRACUSE NY | 145 | $4.4M | $60K |
| 5 | MCKENNA LABS, INC. MCKENNA LABS, INC. 401(K) PROFIT SHARING PLAN | FULLERTON CA | 224 | $6.6M | $4K |
