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 in their Schedule of Assets, totaling $11.4M 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 | LETTUCE ENTERTAIN YOU ENTERPRISES, INC. LETTUCE ENTERTAIN YOU EMPLOYEE SAVINGS PLAN | CHICAGO IL | 5,751 | $66.7M | $5.2M |
| 2 | CATIC FINCNCIAL, INC. CATIC FINANCIAL, INC. 401(K) PLAN | ROCKY HILL CT | 251 | $52.1M | $4.3M |
| 3 | HELIGROUP HOLDINGS, INC. HELIGROUP HOLDINGS, INC. 401(K) PLAN |
HOWELL MI |
| 247 |
| $19.9M |
| $1.6M |
| 4 | ADVANCED CARDIOVASCULAR SPECIALISTS LLC ADVANCED CARDIOVASCULAR SPECIALISTS LLC PROFIT SHARING 401(K) PLAN | SHREVEPORT LA | 104 | $47.2M | $247K |
