Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Putnam Dynamic Asset Allocation Growth Fund Class Y in their Schedule of Assets, totaling $573K 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 | COMMUNITY ACTION PARTNERSHIP OF KERN COMMUNITY ACTION PARTNERSHIP OF KERN 401(A) PLAN | BAKERSFIELD CA | 732 | $26.0M | $570K |
| 2 | ASPIRO GROUP INC ASPIRO GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | FARMINGTON UT | 45 | $923K | $4K |
