Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Putnam Dynamic Asset Alloc Growth R6 - in their Schedule of Assets, totaling $3.1M 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 | VIZANCE, INC. VIZANCE, INC. 401(K) PROFIT SHARING PLAN | HARTLAND WI | 277 | $20.6M | $1.7M |
| 2 | BAUER, INC. BAUER, INC. 401(K) PLAN | BRISTOL CT | 90 | $12.6M | $1.2M |
| 3 | BERGEN SHIPPERS CORP. DBA BERGEN LOGISTICS BERGEN LOGISTICS 401(K) PROFIT SHARING PLAN |
NORTH BERGEN NJ |
| 739 |
| $3.7M |
| $125K |
| 4 | PROJECT HEALTH, INC. DBA LANGLEY HEALTH SERVICES PROJECT HEALTH, INC. DBA LANGLEY HEALTH SERVICES 401(K) PLAN | SUMTERVILLE FL | 224 | $7.9M | $111K |