Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 57 retirement plans report an interest in this investment, totaling $36.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Putnam Stable Value 25BPS, Putnam Stable Value Fund 25BPS, Putnam Stable Value - 25BPS. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | AFL TELECOMMUNICATIONS, LLC AFL TELECOMMUNICATIONS, LLC SAVINGS AND INCENTIVE PLAN | DUNCAN SC | 2,656 | $178.6M | $9.5M |
| 2 | JIM S. ADLER & ASSOCIATES JIM S. ADLER & ASSOC. 401(K) RETIREMENT PLAN | HOUSTON TX | 274 | $22.6M | $3.1M |
| 3 | FRES-CO SYSTEM USA INC. FRES-CO SYSTEM USA, INC. RETIREMENT SAVINGS PLAN | TELFORD PA | 380 | $55.5M | $2.8M |
| 4 | ZGS, INC. BARBIZON COMPANY 401(K) SAVINGS PLAN | NEW YORK NY | 176 | $27.3M | $2.4M |
| 5 | MCKINLEY EQUIPMENT CORPORATION MCKINLEY EQUIPMENT CORPORATION EMPLOYEE RETIREMENT PLAN | IRVINE CA | 127 | $18.1M | $2.3M |
| 6 | ATKINSONS MARKET INC ATKINSONS MARKET 401(K) & PROFIT SHARING PLAN | KETCHUM ID | 167 | $22.0M | $2.2M |
| 7 | PARKER, HUDSON, RAINER & DOBBS, LLP PARKER, HUDSON, RAINER & DOBBS LLP SAVINGS INCENTIVE AND SALARY DEFERRAL PLAN | ATLANTA GA | 83 | $40.3M | $1.9M |
| 8 | OLSON KUNDIG, INC. OLSON KUNDIG 401(K) PROFIT SHARING PLAN & TRUST | SEATTLE WA | 351 | $49.9M | $1.2M |
| 9 | TIGHE WAREHOUSING & DISTRIBUTION, INC. TIGHE WAREHOUSING & DISTRIBUTION, INC. 401(K) PROFIT SHARING PLAN | WOBURN MA | 110 | $4.8M | $1.2M |
| 10 | LAKE/FLATO ARCHITECTS, INC. LAKE/FLATO ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN ANTONIO TX | 143 | $24.8M | $1.2M |
