Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 40 retirement plans report an interest in this investment, totaling $25.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Putnam Retirement Advantage 2040, Putnam Retirement Advantage 2040 I, Putnam Retirement Advantage TR 2040. 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 | $7.2M |
| 2 | AMERICAN WATER RESOURCES LLC, DBA ONCOURSE HOME SOLUTIONS ONCOURSE HOME SOLUTIONS 401(K) PLAN | NAPERVILLE IL | 624 | $40.2M | $2.9M |
| 3 | SOUTHEASTERN ARCHAEOLOGICAL RESEARCH, INC. SOUTHEASTERN ARCHAEOLOGICAL RESEARCH, INC. 401(K) PLAN | ORLANDO FL | 194 | $13.8M | $1.9M |
| 4 | IKEYLESS, LLC IKEYLESS, LLC 401(K) P/S PLAN | LOUISVILLE KY | 456 | $13.6M | $1.9M |
| 5 | PITCH BLACK CREATIVE USA CORP. PITCH BLACK CREATIVE USA CORP. 401(K) RETIREMENT PLAN | BURBANK CA | 49 | $15.5M | $1.6M |
| 6 | IMMATICS US INC. IMMATICS US INC 401(K) PROFIT SHARING PLAN AND TRUST | STAFFORD TX | 261 | $11.8M | $1.3M |
| 7 | SYSTEM1 OPCO, LLC SYSTEM1 LLC 401(K) PLAN | MARINA DEL REY CA | 256 | $41.6M | $1.1M |
| 8 | CLAYCO INDUSTRIES INC. DBA GREEN ENTERPRISES GREEN ENTERPRISES 401(K) RETIREMENT PLAN | LAWTON OK | 210 | $8.4M | $882K |
| 9 | REBELLION DEFENSE, INC. REBELLION DEFENSE, INC. 401(K) PLAN | WASHINGTON DC | 30 | $10.9M | $770K |
| 10 | E.I. MICROCIRCUITS, INC. E.I. MICROCIRCUITS 401(K) PROFIT SHARING PLAN | MANKATO MN | 297 | $31.5M | $769K |
