Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Putnam Putnam Dynamic Asset Allocation Bal R6 in their Schedule of Assets, totaling $6.7M 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 | AUTOMATED BUILDING SYSTEMS, INC. AUTOMATED BUILDING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | GLASTONBURY CT | 97 | $15.4M | $2.8M |
| 2 | HBA HEALTH SYSTEMS, LLC HBA HEALTH SYSTEMS, LLC 401(K) RETIREMENT SAVINGS PLAN | FORT LAUDERDALE FL | 946 | $47.9M | $1.7M |
| 3 | NEI GENERAL CONTRACTING, INC. |
RANDOLPH MA |
| 181 |
| $21.8M |
| $1.7M |
| 4 | FORKIDCARE, LLC FORKIDCARE, LLC 401(K) RETIREMENT SAVINGS PLAN | FORT LAUDERDALE FL | 149 | $21.1M | $501K |