Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Putnam Multi Asset Income R6 Mutual funds in their Schedule of Assets, totaling $2.8M 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 | PUTNAM INVESTMENTS, LLC THE PUTNAM RETIREMENT PLAN | GREENWOOD VILLAGE CO | 0 | $555.8M | $2.8M |
| 2 | TECHSTARS CENTRAL, LLC TECHSTARS 401(K) PLAN | BOULDER CO | 162 | $18.5M | $9K |
