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 Balanced Fund Mutual Fund in their Schedule of Assets, totaling $4.0M 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 | AGRELIANT GENETICS, LLC AGRELIANT GENETICS 401(K) RETIREMENT PLAN | WESTFIELD IN | 668 | $164.2M | $3.6M |
| 2 | SOUND PUBLISHING, INC. SOUND PUBLISHING, INC. 401(K) PLAN AND TRUST | EVERETT WA | 171 | $12.0M | $449K |
| 3 | MARE ISLAND DRY DOCK LLC MIDD 401(K) PLAN |
VALLEJO CA |
| 58 |
| $6.2M |
| $7K |
