Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Putnam Dynamic Asset Allocation Bal Y in their Schedule of Assets, totaling $443K 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 | DRIFTWOOD HOSPITALITY MANAGEMENT, LLC DRIFTWOOD HOSPITALITY MANAGEMENT, INC. 401(K) PLAN | NORTH PALM BEACH FL | 3,193 | $32.9M | $330K |
| 2 | LIGHTSPEED SOLUTIONS, LLC DBA LIGHTSPEED SYSTEMS LIGHTSPEED SYSTEMS 401(K) PROFIT SHARING PLAN | AUSTIN TX | 167 | $23.1M | $71K |
| 3 | DIESEL USA, INC. |
NEW YORK NY |
| 345 |
| $15.2M |
| $43K |