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 Grw Mutual Fund in their Schedule of Assets, totaling $3.3M 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 | TUMEQ, LLC TUMEQ, LLC 401(K) PLAN AND TRUST | MT PLEASANT SC | 299 | $19.9M | $3.2M |
| 2 | HAWKTREE INTERNATIONAL, INC. HAWKTREE RETIREMENT PLAN | HONOLULU HI | 305 | $16.4M | $78K |
