Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 27 retirement plans report an interest in this investment, totaling $38.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Putnam Stable Value Fund -50, Putnam Stable Value 50, Putnam Stable Value Fund 50, Putnam Stable Value FUND-50. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | DE NORA TECH, LLC. DE NORA 401(K) SAVINGS PLAN | CONCORD OH | 447 | $86.2M | $6.5M |
| 2 | WARNER PACIFIC INSURANCE SERVICE WARNER PACIFIC INSURANCE SERVICES, INC. RETIREMENT PLAN | WESTLAKE VILLAGE CA | 515 | $49.4M | $4.5M |
| 3 | NATIONAL INTEGRATED INDUSTRIES NATIONAL INTEGRATED INDUSTRIES, INC. 401(K) PLAN | WATERBURY CT | 160 | $17.0M | $3.9M |
| 4 | ERVING INDUSTRIES, INC. ERVING INDUSTRIES, INC. 401(K) PLAN | ERVING MA | 121 | $21.9M | $3.3M |
| 5 | THE ARGEN CORPORATION THE ARGEN CORPORATION 401(K) PLAN | SAN DIEGO CA | 360 | $28.4M | $2.6M |
| 6 | BMI FINANCIAL GROUP, INC. BMI COMPANIES RETIREMENT SAVINGS PLAN | MIAMI FL | 145 | $9.2M | $2.5M |
| 7 | UNITED OVERSEAS HOLDINGS, INC. TAJ HOTELS RETIREMENT SAVINGS PROGRAM | NEW YORK NY | 207 | $27.0M | $2.5M |
| 8 | SHAMROCK TRADING CORPORATION SHAMROCK TRADING CORPORATION 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 2,503 | $122.1M | $2.0M |
| 9 | BIRMINGHAM FASTENER & SUPPLY INC BIRMINGHAM FASTENER & SUPPLY, INC. 401(K) PLAN | BIRMINGHAM AL | 497 | $24.0M | $1.9M |
| 10 | THE KAMSON CORPORATION THE KAMSON CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ENGLEWOOD CLIFFS NJ | 366 | $16.8M | $1.7M |
