Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Putnam Dynamic Asset Allocation Growth Fund Mutual Fund in their Schedule of Assets, totaling $5.4M 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 | $4.4M |
| 2 | CSE AMERICAS INC. BLUE WIND 401(K) PLAN | SPRING TX | 855 | $33.7M | $571K |
| 3 | SOUND PUBLISHING, INC. SOUND PUBLISHING, INC. 401(K) PLAN AND TRUST |
EVERETT WA |
| 171 |
| $12.0M |
| $429K |
| 4 | HOPEFUL JOURNEYS EDUCATIONAL CENTER, INC HOPEFUL JOURNEYS EDUCATIONAL CENTER, INC 401(K) PROFIT SHARING PLAN | BEVERLY MA | 132 | $6.1M | $65K |
