Putnam Retirement ADV Trst 2025 X
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 32 retirement plans report an interest in this investment, totaling $19.6M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
32
Reported interest (EOY)
$19.6M
Data source
DOL Form 5500 · Schedule D
Plans holding Putnam Retirement ADV Trst 2025 Xranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | LEGACY HEALTHCARE FINANCIAL SERVICES, LLC LEGACY HEALTHCARE 401(K) RETIREMENT PLAN | SKOKIE IL | 6,840 | $104.8M | $2.5M |
| 2 | OLS HOTELS & RESORTS, LLC OLS HOTELS & RESORTS LLC 401(K) PLAN | ENCINO CA | 1,454 | $26.5M | $2.2M |
| 3 | LEE & HAYES, P.C. LEE & HAYES 401(K) PLAN | SPOKANE WA | 132 | $28.2M | $1.8M |
| 4 | HOWARD F&C MANAGEMENT GROUP, LLC 401(K) PLAN FOR EMPLOYEES OF HOWARD F & C MANAGEMENT GROUP, LLC | ORLANDO FL | 211 | $14.2M | $1.6M |
| 5 | J.A. CROSON, LLC J.A. CROSON, LLC 401(K) PROFIT SHARING PLAN | SORRENTO FL | 198 | $4.1M | $1.6M |
| 6 | MOHENIS SERVICES, INC. YOUR LINEN SERVICES, 401(K) PLAN | PETERSBURG VA | 807 | $12.7M | $1.5M |
| 7 | MACFARMS, LLC MACFARMS OF HAWAII 401(K) PROFIT SHARING PLAN | CAPTAIN COOK HI | 134 | $5.0M | $1.3M |
| 8 | SACRED HEART SCHOOLS, INC. SACRED HEART SCHOOLS, INC. 401(K) PLAN | LOUISVILLE KY | 290 | $24.3M | $1.3M |
| 9 | CIDRA HOLDINGS LLC CIDRA HOLDINGS LLC 401(K) PLAN | WALLINGFORD CT | 139 | $36.6M | $1.1M |
| 10 | KAPUA ORCHARDS INC. KAPUA ORCHARDS INC. 401(K) PROFIT SHARING PLAN | HONOLULU HI | 123 | $4.5M | $988K |
See all 32 plans holding Putnam Retirement ADV Trst 2025 X
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