Form 5500 Search

Putnam Retirement Advantage 2040 V

Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 37 retirement plans report an interest in this investment, totaling $8.3M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
37
Reported interest (EOY)
$8.3M
Data source
DOL Form 5500 · Schedule D

Plans holding Putnam Retirement Advantage 2040 Vranked by reported interest

Unlock full list (Pro)
#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1REPLIMUNE INC
REPLIMUNE INC 401(K) PLAN
WOBURN
MA
322$23.6M$1.9M
2POSTWORKS NEW YORK, LLC
POSTWORKS NEW YORK, LLC 401(K) PLAN
NEW YORK
NY
109$17.4M$1.7M
3KNIGHTVEST MANAGEMENT, L.L.C.
KNIGHTVEST 401(K) PLAN
DALLAS
TX
588$12.2M$898K
4GOODWIN UNIVERSITY, INC.
GOODWIN UNIVERSITY SAVINGS AND RETIREMENT PLAN
EAST HARTFORD
CT
852$31.2M$665K
5LIFTFUND, INC.
LIFTFUND, INC. 401(K) PROFIT SHARING PLAN
SAN ANTONO
TX
84$5.7M$487K
6UNIVERSAL INDUSTRIAL SALES INC
UNIVERSAL INDUSTRIAL SALES 401(K) RETIREMENT SAVINGS PLAN
LINDON
UT
212$8.7M$443K
7TRILOGY FEDERAL, LLC
TRILOGY FEDERAL, LLC 401(K) P/S PLAN
ARLINGTON
VA
191$18.6M$304K
8THE URBAN ELECTRIC COMPANY
THE URBAN ELECTRIC COMPANY 401(K) PLAN
NORTH CHARLESTON
SC
314$10.0M$223K
9US MARINE CORPORATION
OCEAN PEACE, INC. 401(K) EMPLOYEE SAVINGS PLAN
SEATTLE
WA
325$13.7M$221K
10GOLDEN ARCH DEVELOPMENT LLC
GOLDEN ARCH DEVELOPMENT LLC SAVINGS AND PROFIT SHARING PLAN
SAN JUAN
PR
296$9.7M$196K
See all 37 plans holding Putnam Retirement Advantage 2040 V
You’re seeing the top 10. Pro unlocks the full ranked list — every plan reporting this investment, with sponsor contacts — for $49/mo.
Upgrade to Pro
Browse the collective-trust directory or the fund holdings directory.
Plans holding Putnam Retirement Advantage 2040 V — Form 5500