Putnam Retirement Advantage 2040
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 39 retirement plans report an interest in this investment, totaling $25.8M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
39
Reported interest (EOY)
$25.8M
Data source
DOL Form 5500 · Schedule D
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.
Plans holding Putnam Retirement Advantage 2040ranked by reported interest
Unlock full list (Pro)| # | 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 OP CO, LLC SYSTEM1 LLC 401(K) PLAN | MARINA DEL REY CA | 232 | $50.3M | $1.3M |
| 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 |
See all 39 plans holding Putnam Retirement Advantage 2040
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