Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Putnam Dynamic asset allocation conservative fund # in their Schedule of Assets, totaling $44.1M 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 | JOHN SNOW, INC. JOHN SNOW, INC. RETIREMENT SAVINGS PLAN | BOSTON MA | 693 | $180.9M | $42.8M |
| 2 | TURBOCAM, INC. TURBOCAM, INC. 401(K) RETIREMENT PLAN | BARRINGTON NH | 559 | $36.0M | $1.1M |
| 3 | FRANK BRYAN, INC. BRYAN ASSOCIATED GROUP 401(K) AND PROFIT SHARING PLAN |
PITTSBURGH PA |
| 114 |
| $13.9M |
| $97K |
| 4 | PORT ERIE PLASTICS, INC. PORT ERIE PLASTICS, INC. RETIREMENT PLAN | HARBORCREEK PA | 338 | $18.0M | $79K |
| 5 | KIDS IN DISTRESS, INC. KIDS IN DISTRESS, INC. 401(K) RETIREMENT PLAN | WILTON MANORS FL | 116 | $6.7M | $47K |
| 6 | ASCEND FEDERAL CREDIT UNION ASCEND FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN | TULLAHOMA TN | 637 | $51.4M | $34K |
| 7 | WILBRAHAM AND MONSON ACADEMY WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | WILBRAHAM MA | 127 | $30.4M | $25K |
