Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Putnam Dynamic Asset Allocation Bal R6 Mutual funds in their Schedule of Assets, totaling $11.5M 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 | PUTNAM INVESTMENTS, LLC THE PUTNAM RETIREMENT PLAN | GREENWOOD VILLAGE CO | 0 | $555.8M | $8.4M |
| 2 | HOMETOWN PHARMACY, INC. HOMETOWN PHARMACY RETIREMENT SAVINGS PLAN | NEW ERA MI | 346 | $19.7M | $2.9M |
| 3 | UNITED STATES ANTI-DOPING AGENCY UNITED STATES ANTI-DOPING AGENCY 401(K) PLAN |
COLORADO SPRINGS CO |
| 120 |
| $12.2M |
| $123K |
| 4 | SRS ACQUIOM HOLDINGS LLC SRS ACQUIOM HOLDINGS LLC 401(K) PLAN | DENVER CO | 260 | $31.8M | $64K |
| 5 | CENTER FOR COMMUNITY ALTERNATIVES CENTER FOR COMMUNITY ALTERNATIVES 403(B) PLAN | SYRACUSE NY | 145 | $4.4M | $11K |
| 6 | KAPUA ORCHARDS INC. KAPUA ORCHARDS INC. 401(K) PROFIT SHARING PLAN | HONOLULU HI | 123 | $4.5M | $7K |
