Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Putnam Investments Putnam Dynamic Asset Allocation Conservative Fund in their Schedule of Assets, totaling $39K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PACIFIC MANAGEMENT, INC. REALTY MANAGEMENT AND ADVISORS EMPLOYEE RETIREMENT | RIVER FOREST IL | 189 | $17.9M | $39K |
