Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Collective Trusts - Including Stable Value Fund Putnam Putnam Retirement Advantage 2045 Class X N/R in their Schedule of Assets, totaling $15.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOPHOS, INC SOPHOS, INC 401(K) SAVINGS PLAN | BURLINGTON MA | 733 | $157.7M | $15.8M |
