Form 5500 Search

Putnam Retirement ADV Trst 2060 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 $16.5M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
32
Reported interest (EOY)
$16.5M
Data source
DOL Form 5500 · Schedule D

Plans holding Putnam Retirement ADV Trst 2060 Xranked by reported interest

Unlock full list (Pro)
#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1LEGACY HEALTHCARE FINANCIAL SERVICES, LLC
LEGACY HEALTHCARE 401(K) RETIREMENT PLAN
SKOKIE
IL
6,840$104.8M$2.5M
2KETTLE CUISINE, LLC
KETTLE CUISINE, LLC 401(K) SAVINGS PLAN
LYNN
MA
1,166$49.3M$2.1M
3KASAI NORTH AMERICA, INC.
KASAI NORTH AMERICA, INC. 401(K) PLAN
MURFREESBORO
TN
2,339$55.7M$1.8M
4MOHENIS SERVICES, INC.
YOUR LINEN SERVICES, 401(K) PLAN
PETERSBURG
VA
807$12.7M$1.3M
5LEE & HAYES, P.C.
LEE & HAYES 401(K) PLAN
SPOKANE
WA
132$28.2M$1.2M
6ATLAS HEALTHCARE PARTNERS, LLC
ATLAS HEALTHCARE PARTNERS 401(K) PLAN
PHOENIX
AZ
894$26.6M$1.2M
7AMERICAN TRANSIT INSURANCE COMPANY
AMERICAN TRANSIT INSURANCE COMPANY 401(K) PROFIT SHARING PLAN
BROOKLYN
NY
525$34.7M$889K
8SIMUTECH GROUP, INC.
SIMUTECH GROUP, INC. 401(K) PLAN
ROCHESTER
NY
110$13.7M$816K
9OLS HOTELS & RESORTS, LLC
OLS HOTELS & RESORTS LLC 401(K) PLAN
ENCINO
CA
1,454$26.5M$537K
10SACRED HEART SCHOOLS, INC.
SACRED HEART SCHOOLS, INC. 401(K) PLAN
LOUISVILLE
KY
290$24.3M$487K
See all 32 plans holding Putnam Retirement ADV Trst 2060 X
You’re seeing the top 10. Pro unlocks the full ranked list — every plan reporting this investment, with sponsor contacts — for $49/mo.
Upgrade to Pro
Browse the collective-trust directory or the fund holdings directory.
Plans holding Putnam Retirement ADV Trst 2060 X — Form 5500