Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Putnam Retirement Advantage Trust 2065 X 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 | URBAN SCIENCE APPLICATIONS, INC. URBAN SCIENCE APPLICATIONS, INC. 401(K) PROFIT SHARING PLAN | DETROIT MI | 512 | $161.3M | $933K |
| 2 | AMERICAN WATER RESOURCES LLC, DBA ONCOURSE HOME SOLUTIONS ONCOURSE HOME SOLUTIONS 401(K) PLAN | NAPERVILLE IL | 624 | $40.2M | $657K |
| 3 | ALCANZA CLINICAL RESEARCH, LLC |
LAKE MARY FL |
| 596 |
| $8.3M |
| $140K |
| 4 | AIR GENERAL, INC. AIR GENERAL, INC. 401(K) PROFIT SHARING PLAN | PORTSMOUTH NH | 663 | $10.3M | $139K |
| 5 | ICARE SERVICES ICARE SERVICES 401(K) PLAN | SKOKIE IL | 1,130 | $3.7M | $7K |
| 6 | ACE TELEPHONE ASSOCIATION ACENTEK 401(K) PLAN | HOUSTON MN | 116 | $38.0M | $296 |
