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 Y in their Schedule of Assets, totaling $1.2M 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 | DRIFTWOOD HOSPITALITY MANAGEMENT, LLC DRIFTWOOD HOSPITALITY MANAGEMENT, INC. 401(K) PLAN | NORTH PALM BEACH FL | 3,193 | $32.9M | $442K |
| 2 | LAN ASSOCIATES LAN ASSOCIATES EPAS, INC. 401(K) PLAN | MIDLAND PARK NJ | 114 | $34.6M | $403K |
| 3 | ROBERT A. BOTHMAN, INC. ROBERT A. BOTHMAN, INC. 401(K) PLAN |
SANTA CLARA CA |
| 90 |
| $21.9M |
| $187K |
| 4 | NATIONAL RENAL CARE, LLC NATIONAL RENAL CARE 401(K) PLAN | LONG BEACH CA | 248 | $10.4M | $126K |
