Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Putnam Putnam Retirement Advantage Maturity in their Schedule of Assets, totaling $2.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ACCESS SCIENCES CORPORATION ACCESS SCIENCES CORPORATION 401(K) RETIREMENT PLAN | HOUSTON TX | 124 | $14.0M | $999K |
| 2 | KEYSTONE LIME CO., INC. KEYSTONE LIME & COMPANIES 401(K) PLAN | SPRINGS PA | 94 | $14.0M | $942K |
| 3 | HOWARD F&C MANAGEMENT GROUP, LLC 401(K) PLAN FOR EMPLOYEES OF HOWARD F & C MANAGEMENT GROUP, LLC |
ORLANDO FL |
| 211 |
| $14.2M |
| $603K |
| 4 | GIS NATIONAL, LLC GIS NATIONAL, LLC 401(K) PLAN AND TRUST | ST. PETERSBURG FL | 295 | $11.7M | $178K |
