Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Putnam Dynamic Asset Allocation Bal A in their Schedule of Assets, totaling $3.7M 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 | MOTORAMBAR, INC. MOTORAMBAR, INC. CODA PROFIT SHARING PLAN | SAN JUAN PR | 189 | $8.1M | $2.8M |
| 2 | OAHU PUBLICATIONS, INC. OAHU PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN | HONOLULU HI | 131 | $30.4M | $904K |