Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Putnam Dynamic asset allocation balanced fund # in their Schedule of Assets, totaling $22.8M 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 | JOHN SNOW, INC. JOHN SNOW, INC. RETIREMENT SAVINGS PLAN | BOSTON MA | 693 | $180.9M | $12.8M |
| 2 | FRANK BRYAN, INC. BRYAN ASSOCIATED GROUP 401(K) AND PROFIT SHARING PLAN | PITTSBURGH PA | 114 | $13.9M | $4.3M |
| 3 | TURBOCAM, INC. TURBOCAM, INC. 401(K) RETIREMENT PLAN |
BARRINGTON NH |
| 559 |
| $36.0M |
| $3.2M |
| 4 | CATIC FINCNCIAL, INC. CATIC FINANCIAL, INC. 401(K) PLAN | ROCKY HILL CT | 251 | $52.1M | $2.1M |
| 5 | ASCEND FEDERAL CREDIT UNION ASCEND FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN | TULLAHOMA TN | 637 | $51.4M | $399K |
