Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Putnam Retirement Advantage Trst 2040 I # in their Schedule of Assets, totaling $1.9M 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 | METASOURCE, LLC METASOURCE, LLC 401(K) PLAN | DRAPER UT | 668 | $16.1M | $1.3M |
| 2 | REPCO-LITE PAINTS, INC. REPCO-LITE PAINTS, INC. PROFIT SHARING 401(K) PLAN | HOLLAND MI | 106 | $3.1M | $422K |
| 3 | MINNEAPOLIS RADIOLOGY ASSOCIATES, LTD. MINNEAPOLIS RADIOLOGY ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN |
PLYMOUTH MN |
| 119 |
| $66.0M |
| $131K |
