Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Putnam Dynamic asset allocation growth fund # in their Schedule of Assets, totaling $29.6M 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 | JOHN SNOW, INC. JOHN SNOW, INC. RETIREMENT SAVINGS PLAN | BOSTON MA | 693 | $180.9M | $15.8M |
| 2 | TURBOCAM, INC. TURBOCAM, INC. 401(K) RETIREMENT PLAN | BARRINGTON NH | 559 | $36.0M | $13.6M |
| 3 | GLENVIEW CAPITAL MANAGEMENT, LLC GLENVIEW CAPITAL MANAGEMENT LLC PROFIT SHARING TRUST |
NEW YORK NY |
| 57 |
| $36.9M |
| $77K |
| 4 | PORT ERIE PLASTICS, INC. PORT ERIE PLASTICS, INC. RETIREMENT PLAN | HARBORCREEK PA | 338 | $18.0M | $49K |
| 5 | ASCEND FEDERAL CREDIT UNION ASCEND FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN | TULLAHOMA TN | 637 | $51.4M | $48K |
| 6 | CLINICAL INK CLINICAL INK RETIREMENT TRUST | WINSTON-SALEM NC | 210 | $17.0M | $41K |