Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 35 retirement plans report an interest in this investment, totaling $21.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Putnam Retirement Advantage 2030, Putnam Retirement Advantage TR 2030, Putnam Retirement Advantage 2030 I. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | AMERICAN WATER RESOURCES LLC, DBA ONCOURSE HOME SOLUTIONS ONCOURSE HOME SOLUTIONS 401(K) PLAN | NAPERVILLE IL | 624 | $40.2M | $5.3M |
| 2 | TRANSOM HIGHLIGHTS HOLDINGS CORPORATION GENE JUAREZ SALONS & SPAS 401(K) PLAN | RENTON WA | 450 | $34.9M | $4.6M |
| 3 | E.I. MICROCIRCUITS, INC. E.I. MICROCIRCUITS 401(K) PROFIT SHARING PLAN | MANKATO MN | 297 | $31.5M | $2.0M |
| 4 | MECUM AUCTIONS, INC. MECUM AUCTIONS, INC. 401(K) RETIREMENT PLAN | WALWORTH WI | 184 | $13.2M | $1.4M |
| 5 | PARLUX HOLDINGS, INC. PARLUX HOLDINGS, INC. 401(K) SAVINGS PLAN | BELLPORT NY | 141 | $9.9M | $1.4M |
| 6 | AIRBORNE LABS INTERNATIONAL, INC. AIRBORNE LABS INTERNATIONAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN | SOMERSET NJ | 20 | — | $1.1M |
| 7 | BESTWAY RENTAL, INC. BESTWAY RENTAL, INC. 401(K) PLAN | RICHARDSON TX | 250 | $8.7M | $916K |
| 8 | APCON, INC. APCON, INC.401(K) PLAN | WILSONVILLE OR | 87 | $16.2M | $900K |
| 9 | CLAYCO INDUSTRIES INC. DBA GREEN ENTERPRISES GREEN ENTERPRISES 401(K) RETIREMENT PLAN | LAWTON OK | 210 | $8.4M | $554K |
| 10 | URBAN DOVE, INC. URBAN DOVE 401(K) PLAN | LONG ISLAND CITY NY | 163 | $2.7M | $503K |
