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 $17.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Putnam Retirement Advantage 2060, Putnam Retirement Advantage 2060 I, Putnam Retirement Advantage TR 2060. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MOAC MALL HOLDINGS LLC MALL OF AMERICA EMPLOYEE RETIREMENT SAVINGS PLAN | BLOOMINGTON MN | 1,125 | $62.6M | $5.5M |
| 2 | CULTIVATE ADMINISTRATIVE SERVICES CULTIVATE BEHAVIORAL MANAGEMENT 401(K) PLAN | NAPERVILLE IL | 899 | $7.8M | $2.1M |
| 3 | SYSTIMA TECHNOLOGIES, INC. SYSTIMA TECHNOLOGIES, INC. 401(K) PLAN | MUKILTEO WA | 220 | $11.9M | $1.7M |
| 4 | TRANSOM HIGHLIGHTS HOLDINGS CORPORATION GENE JUAREZ SALONS & SPAS 401(K) PLAN | RENTON WA | 450 | $34.9M | $1.5M |
| 5 | REBELLION DEFENSE, INC. REBELLION DEFENSE, INC. 401(K) PLAN | WASHINGTON DC | 30 | $10.9M | $1.2M |
| 6 | AMERICAN WATER RESOURCES LLC, DBA ONCOURSE HOME SOLUTIONS ONCOURSE HOME SOLUTIONS 401(K) PLAN | NAPERVILLE IL | 624 | $40.2M | $1.1M |
| 7 | RMF ENGINEERING, INC. RMF ENGINEERING, INC. 401(K) PLAN | BALTIMORE MD | 289 | $68.0M | $990K |
| 8 | MECUM AUCTIONS, INC. MECUM AUCTIONS, INC. 401(K) RETIREMENT PLAN | WALWORTH WI | 184 | $13.2M | $869K |
| 9 | BRANDING BRAND, INC. BRANDING BRAND, INC. 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 104 | $6.6M | $707K |
| 10 | E.I. MICROCIRCUITS, INC. E.I. MICROCIRCUITS 401(K) PROFIT SHARING PLAN | MANKATO MN | 297 | $31.5M | $480K |
