Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 32 retirement plans report an interest in this investment, totaling $19.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Putnam Retirement Advantage 2055, Putnam Retirement Advantage 2055 I, Putnam Retirement Advantage TR 2055. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SYSTEM1 OPCO, LLC SYSTEM1 LLC 401(K) PLAN | MARINA DEL REY CA | 256 | $41.6M | $2.4M |
| 2 | REBELLION DEFENSE, INC. REBELLION DEFENSE, INC. 401(K) PLAN | WASHINGTON DC | 30 | $10.9M | $2.2M |
| 3 | TRANSOM HIGHLIGHTS HOLDINGS CORPORATION GENE JUAREZ SALONS & SPAS 401(K) PLAN | RENTON WA | 450 | $34.9M | $2.2M |
| 4 | AMERICAN WATER RESOURCES LLC, DBA ONCOURSE HOME SOLUTIONS ONCOURSE HOME SOLUTIONS 401(K) PLAN | NAPERVILLE IL | 624 | $40.2M | $2.0M |
| 5 | CULTIVATE ADMINISTRATIVE SERVICES CULTIVATE BEHAVIORAL MANAGEMENT 401(K) PLAN | NAPERVILLE IL | 899 | $7.8M | $1.8M |
| 6 | BRANDING BRAND, INC. BRANDING BRAND, INC. 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 104 | $6.6M | $1.3M |
| 7 | IMMATICS US INC. IMMATICS US INC 401(K) PROFIT SHARING PLAN AND TRUST | STAFFORD TX | 261 | $11.8M | $1.1M |
| 8 | PITCH BLACK CREATIVE USA CORP. PITCH BLACK CREATIVE USA CORP. 401(K) RETIREMENT PLAN | BURBANK CA | 49 | $15.5M | $1.1M |
| 9 | E.I. MICROCIRCUITS, INC. E.I. MICROCIRCUITS 401(K) PROFIT SHARING PLAN | MANKATO MN | 297 | $31.5M | $815K |
| 10 | MECUM AUCTIONS, INC. MECUM AUCTIONS, INC. 401(K) RETIREMENT PLAN | WALWORTH WI | 184 | $13.2M | $775K |
