Putnam Retirement ADV Trst 2040 X
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 31 retirement plans report an interest in this investment, totaling $21.8M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
31
Reported interest (EOY)
$21.8M
Data source
DOL Form 5500 · Schedule D
Plans holding Putnam Retirement ADV Trst 2040 Xranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SACRED HEART SCHOOLS, INC. SACRED HEART SCHOOLS, INC. 401(K) PLAN | LOUISVILLE KY | 290 | $24.3M | $3.1M |
| 2 | KETTLE CUISINE, LLC KETTLE CUISINE, LLC 401(K) SAVINGS PLAN | LYNN MA | 1,166 | $49.3M | $2.3M |
| 3 | ATLAS HEALTHCARE PARTNERS, LLC ATLAS HEALTHCARE PARTNERS 401(K) PLAN | PHOENIX AZ | 894 | $26.6M | $2.2M |
| 4 | OLS HOTELS & RESORTS, LLC OLS HOTELS & RESORTS LLC 401(K) PLAN | ENCINO CA | 1,454 | $26.5M | $2.1M |
| 5 | CSSI, INC. CSSI, INC. EMPLOYEE 401(K) PLAN | WASHINGTON DC | 161 | $37.1M | $1.9M |
| 6 | LEGACY HEALTHCARE FINANCIAL SERVICES, LLC LEGACY HEALTHCARE 401(K) RETIREMENT PLAN | SKOKIE IL | 6,840 | $104.8M | $1.3M |
| 7 | QUINN EVANS ARCHITECTS, INC. QUINN EVANS ARCHITECTS, INC. EMPLOYEE RETIREMENT BENEFIT PLAN | ANN ARBOR MI | 212 | $37.9M | $1.1M |
| 8 | ROCKY MOUNTAIN COLLEGE, LLC DBA ROCKY MOUNTAIN COLLEGE OF ART + DESIGN ROCKY MOUNTAIN COLLEGE, LLC 401(K) PLAN | LAKEWOOD CO | 266 | $6.2M | $1.0M |
| 9 | AOG LLC DBA TRUFOOD MFG AOG LLC DBA TRUFOODMFG 401(K) PLAN | PITTSBURGH PA | 407 | $5.7M | $815K |
| 10 | O. C. CLUSS LUMBER COMPANY O. C. CLUSS LUMBER COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN AND TRUST | UNIONTOWN PA | 110 | $14.7M | $595K |
See all 31 plans holding Putnam Retirement ADV Trst 2040 X
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