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 Con R6 Mutual Fund in their Schedule of Assets, totaling $1.5M 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 | DAVENPORT REALTY TRUST DAVENPORT COMPANIES 401(K) PROFIT SHARING PLAN | SOUTH YARMOUTH MA | 172 | $19.8M | $557K |
| 2 | THE BAKER COMPANY THE BAKER COMPANY PROFIT SHARING AND RETIREMENT PLAN | SANFORD ME | 144 | $19.7M | $400K |
| 3 | MCNEELY COMPANIES MCNEELY COMPANIES 401(K) PLAN |
SAPPHIRE NC |
| 166 |
| $14.5M |
| $277K |
| 4 | RESIDENTIAL MORTGAGE SERVICES, INC. RESIDENTIAL MORTGAGE SERVICES, INC. 401(K) PLAN | SOUTH PORTLAND ME | 0 | $0 | $256K |
| 5 | CHARTWELL MANAGEMENT, LLC CHARTWELL MANAGEMENT, LLC 401(K) PLAN | NEEDHAM MA | 89 | $2.8M | $29K |
