Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 30 retirement plans report an interest in this investment, totaling $20.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Putnam Retirement Advantage 2025, Putnam Retirement Advantage TR 2025, Putnam Retirement Advantage 2025 I. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MINNEAPOLIS RADIOLOGY ASSOCIATES, LTD. MINNEAPOLIS RADIOLOGY ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN | PLYMOUTH MN | 119 | $66.0M | $4.9M |
| 2 | AMERICAN WATER RESOURCES LLC, DBA ONCOURSE HOME SOLUTIONS ONCOURSE HOME SOLUTIONS 401(K) PLAN | NAPERVILLE IL | 624 | $40.2M | $3.9M |
| 3 | SOUTHEASTERN ARCHAEOLOGICAL RESEARCH, INC. SOUTHEASTERN ARCHAEOLOGICAL RESEARCH, INC. 401(K) PLAN | ORLANDO FL | 194 | $13.8M | $3.1M |
| 4 | TRANSOM HIGHLIGHTS HOLDINGS CORPORATION GENE JUAREZ SALONS & SPAS 401(K) PLAN | RENTON WA | 450 | $34.9M | $1.7M |
| 5 | E.I. MICROCIRCUITS, INC. E.I. MICROCIRCUITS 401(K) PROFIT SHARING PLAN | MANKATO MN | 297 | $31.5M | $1.5M |
| 6 | APCON, INC. APCON, INC.401(K) PLAN | WILSONVILLE OR | 87 | $16.2M | $1.4M |
| 7 | CONESYS, INC. CONESYS, INC. AND AFFILIATED COMPANIES 401 (K) PLAN | TORRANCE CA | 369 | $10.2M | $974K |
| 8 | STEELCO CHAIN LINK FENCE ERECTING CO., INC STEELCO CHAIN LINK FENCE ERECTING CO., INC NEW COMPARABILITY 401(K) PROFIT SHARING PLAN | NEEDHAM HEIGHTS MA | 8 | — | $797K |
| 9 | IKEYLESS, LLC IKEYLESS, LLC 401(K) P/S PLAN | LOUISVILLE KY | 456 | $13.6M | $586K |
| 10 | CLARITY MEDIA GROUP, INC. CLARITY MEDIA GROUP 401(K) PLAN | DENVER CO | 277 | $19.1M | $543K |
