Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Putnam Dynamic Asset Allocation Bal R6 Mutual Fund in their Schedule of Assets, totaling $8.3M 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 | DAVENPORT REALTY TRUST DAVENPORT COMPANIES 401(K) PROFIT SHARING PLAN | SOUTH YARMOUTH MA | 172 | $19.8M | $5.0M |
| 2 | THE BAKER COMPANY THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN | SANFORD ME | 144 | $19.7M | $1.4M |
| 3 | RESIDENTIAL MORTGAGE SERVICES, INC. |
SOUTH PORTLAND ME |
| 0 |
| $0 |
| $724K |
| 4 | VSE LLC VSE 401(K) PROFIT SHARING PLAN | SAN JOSE CA | 202 | $30.5M | $641K |
| 5 | MCNEELY COMPANIES MCNEELY COMPANIES 401(K) PLAN | SAPPHIRE NC | 166 | $14.5M | $339K |
| 6 | CHARTWELL MANAGEMENT, LLC CHARTWELL MANAGEMENT, LLC 401(K) PLAN | NEEDHAM MA | 89 | $2.8M | $157K |
| 7 | STILLWATER MILLING COMPANY STILLWATER MILLING COMPANY 401K RETIREMENT PLAN | STILLWATER OK | 134 | $6.7M | $78K |
| 8 | BOYS & GIRLS CLUBS OF GARDEN GROVE, INC. EMPLOYEE BENEFIT PLAN OF BOYS & GIRLS CLUBS OF GARDEN GROVE, INC. | GARDEN GROVE CA | 53 | $3.1M | $51K |
