Putnam Retirement Advantage 2040 FU
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 25 retirement plans report an interest in this investment, totaling $27.8M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
25
Reported interest (EOY)
$27.8M
Data source
DOL Form 5500 · Schedule D
Plans holding Putnam Retirement Advantage 2040 FUranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | RAMACO RESOURCES, INC. RAMACO RESOURCES, INC. 401(K) PLAN | LEXINGTON KY | 1,154 | $38.6M | $5.0M |
| 2 | SUSE, LLC. SUSE 401(K) PLAN | PLEASANT GROVE UT | 659 | $58.7M | $4.1M |
| 3 | SIMONMED IMAGING, INC. SIMONMED 401(K) PROFIT SHARING PLAN | SCOTTSDALE AZ | 2,529 | $50.1M | $4.1M |
| 4 | SPS NEW ENGLAND, INC. SPS NEW ENGLAND, INC. PROFIT SHARING/RETIREMENT PLAN | SALISBURY MA | 272 | $42.2M | $3.8M |
| 5 | SMI IMAGING, LLC SIMONMED 401(K) PROFIT SHARING PLAN | SCOTTSDALE AZ | 2,347 | $39.0M | $3.1M |
| 6 | AMARIN PHARMA INC. AMARIN PHARMA INC. 401(K) PLAN | BRIDGEWATER NJ | 48 | $24.6M | $1.6M |
| 7 | KEYSTONE LIME CO., INC. KEYSTONE LIME & COMPANIES 401(K) PLAN | SPRINGS PA | 94 | $14.0M | $889K |
| 8 | ROTHE DEVELOPMENT, INC. ROTHE DEVELOPMENT, INC. 401(K) PLAN | WEBSTER TX | 314 | $14.3M | $704K |
| 9 | GEORGE WEBB SALES COMPANY WEBB EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | SALT LAKE CITY UT | 141 | — | $578K |
| 10 | STANDARD ENTERPRISES, INC. STANDARD ENTERPRISES, INC. 401(K) PLAN | MONROE LA | 134 | $10.1M | $573K |
See all 25 plans holding Putnam Retirement Advantage 2040 FU
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