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 $22.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Putnam Retirement Advantage 2035, Putnam Retirement Advantage TR 2035, Putnam Retirement Advantage 2035 I. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | TRANSOM HIGHLIGHTS HOLDINGS CORPORATION GENE JUAREZ SALONS & SPAS 401(K) PLAN | RENTON WA | 450 | $34.9M | $4.4M |
| 2 | AMERICAN WATER RESOURCES LLC, DBA ONCOURSE HOME SOLUTIONS ONCOURSE HOME SOLUTIONS 401(K) PLAN | NAPERVILLE IL | 624 | $40.2M | $3.5M |
| 3 | SYSTEM1 OPCO, LLC SYSTEM1 LLC 401(K) PLAN | MARINA DEL REY CA | 256 | $41.6M | $2.4M |
| 4 | APCON, INC. APCON, INC.401(K) PLAN | WILSONVILLE OR | 87 | $16.2M | $2.0M |
| 5 | SOUTHEASTERN ARCHAEOLOGICAL RESEARCH, INC. SOUTHEASTERN ARCHAEOLOGICAL RESEARCH, INC. 401(K) PLAN | ORLANDO FL | 194 | $13.8M | $1.4M |
| 6 | IKEYLESS, LLC IKEYLESS, LLC 401(K) P/S PLAN | LOUISVILLE KY | 456 | $13.6M | $1.2M |
| 7 | PARLUX HOLDINGS, INC. PARLUX HOLDINGS, INC. 401(K) SAVINGS PLAN | BELLPORT NY | 141 | $9.9M | $1.1M |
| 8 | MECUM AUCTIONS, INC. MECUM AUCTIONS, INC. 401(K) RETIREMENT PLAN | WALWORTH WI | 184 | $13.2M | $1.0M |
| 9 | E.I. MICROCIRCUITS, INC. E.I. MICROCIRCUITS 401(K) PROFIT SHARING PLAN | MANKATO MN | 297 | $31.5M | $846K |
| 10 | CLARITY MEDIA GROUP, INC. CLARITY MEDIA GROUP 401(K) PLAN | DENVER CO | 277 | $19.1M | $838K |
