PUTNAM INVESTMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
70
Active participants
39,420
Total plan assets
$15.8B
Filings (rows)
70
Direct comp
$3.9M
Indirect comp
$0
Aggregating 3 name variants under "PUTNAM INVESTMENT"
SERVICES PROVIDED
Recordkeeper56
Other14
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| PUTNAM STABLE VALUE FUND | 1,858 |
| PUTNAM RETIREMENT ADVANTAGE TRST MA | 251 |
| PUTNAM LARGE CAP VALUE TRUST I | 208 |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 | 184 |
| PUTNAM LARGE CAP VALUE TRUST IA | 154 |
| PUTNAM RETIREMENT ADVANTAGE 2045 V | 141 |
| PUTNAM RETIREMENT ADVANTAGE 2035 V | 134 |
| PUTNAM RETIREMENT ADVANTAGE 2050 V | 133 |
| PUTNAM RETIREMENT ADVANTAGE 2040 V | 133 |
| PUTNAM RETIREMENT ADVANTAGE 2025 V | 132 |
| PUTNAM RETIREMENT ADVANTAGE 2055 V | 128 |
| PUTNAM LARGE CAP VALUE TRUST 1 | 127 |
| PUTNAM RETIREMENT ADVANTAGE 2030 V | 123 |
| PUTNAM RETIREMENT ADV TRST 2060 X | 112 |
| PUTNAM RETIREMENT ADV TRST MAT X | 110 |
| PUTNAM RETIREMENT ADV TRST 2025 X | 108 |
| PUTNAM RETIREMENT ADV TRST 2040 X | 107 |
| PUTNAM RETIREMENT ADV TRST 2055 X | 104 |
| PUTNAM RETIREMENT ADV TRST 2050 X | 104 |
| PUTNAM RETIREMENT ADV TRST 2035 X | 102 |
| PUTNAM RETIREMENT ADV TRST 2045 X | 100 |
| PUTNAM RETIREMENT ADV TRST 2030 X | 96 |
| PUTNAM RETIREMENT ADV MATURITY FUND | 90 |
| PUTNAM RETIREMENT ADVANTAGE 2040 | 71 |
| PUTNAM RETIREMENT ADVANTAGE 2050 | 69 |
Top plans served
All 70 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ILLINOIS TOOL WORKS INC. ITW DEFINED CONTRIBUTION PLANS' INVESTMENT ACCOUNT | GLENVIEW, IL | Other NONE | — | $4.2B | $325K |
| ILLINOIS TOOL WORKS INC. ITW DEFINED CONTRIBUTION PLANS' INVESTMENT ACCOUNT | GLENVIEW, IL | Other NONE | — | $4.0B | $344K |
| ILLINOIS TOOL WORKS INC. ITW DEFINED CONTRIBUTION PLANS' INVESTMENT ACCOUNT | GLENVIEW, IL | Other NONE | — | $3.7B | $323K |
| RI LABORERS PENSION PLAN BOARD OF TRUSTEES RHODE ISLAND LABORERS PENSION PLAN | PROVIDENCE, RI | Other NONE | 1,746 | $378.4M | $135K |
| RI LABORERS PENSION FUND BOARD OF TRUSTEES RI LABORERS PENSION FUND | CRANSTON, RI | Other NONE | 1,578 | $340.9M | $120K |
| RI LABORERS PENSION FUND BOARD OF TRUSTEES RI LABORERS PENSION FUND | CRANSTON, RI | Other NONE | 1,516 | $305.5M | $122K |
| MOTORISTS MUTUAL INSURANCE COMPANY ENCOVA INSURANCE 401(K) PLAN | COLUMBUS, OH | Recordkeeper RECORDKEEPER | 1,161 | $256.1M | $30K |
| BOSTON BEER CORPORATION BOSTON BEER COMPANY 401(K) PLAN | BOSTON, MA | Recordkeeper RECORDKEEPER | 2,639 | $223.4M | $188K |
| CDI CORPORATION CDI CORPORATION 401(K) SAVINGS PLAN | HOUSTON, TX | Recordkeeper RECORDKEEPER | 538 | $200.8M | $0 |
| CRB GROUP, INC. CRB GROUP, INC 401(K) PLAN | KANSAS CITY, MO | Recordkeeper RECORDKEEPER | 1,580 | $172.3M | $161K |
| KRAFT GROUP LLC KRAFT GROUP RETIREMENT AND 401(K) PLAN | FOXBOROUGH, MA | Recordkeeper RECORDKEEPER | 3,693 | $142.2M | $125K |
| WESTWOOD PROFESSIONAL SERVICES, INC. WESTWOOD PROFESSIONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | MINNETONKA, MN | Recordkeeper RECORDKEEPER | 1,247 | $120.1M | $69K |
| TASI HOLDINGS, INC. TASI HOLDINGS 401(K) PLAN | HARRISON, OH | Recordkeeper RECORDKEEPER | 1,048 | $96.6M | $95K |
| GENERAL DYNAMICS CORPORATION PRAXIS ENGINEERING TECHNOLOGIES, INC. 401(K) PLAN | RESTON, VA | Recordkeeper RECORDKEEPER | 312 | $89.7M | $64K |
| CUPERTINO ELECTRIC, INC. CUPERTINO ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN | SAN JOSE, CA | Recordkeeper RECORDKEEPER | 790 | $86.3M | $61K |
| QUALITY TECHNOLOGY SERVICES, LLC QUALITY TECHNOLOGY SERVICES, LLC 401(K) PLAN | OVERLAND PARK, KS | Recordkeeper RECORDKEEPER | 756 | $74.8M | $116K |
| TOPCO ASSOCIATES, LLC TOPCO ASSOCIATES LLC 401(K) PLAN | ELK GROVE VILLAGE, IL | Recordkeeper RECORDKEEPER | 501 | $73.5M | $68K |
| GEOENGINEERS, INC. GEOENGINEERS, INC. 401(K) PROFIT SHARING PLAN | REDMOND, WA | Recordkeeper RECORDKEEPER | 384 | $68.7M | $6K |
| PACIFIC CATARACT AND LASER INSTITUTE, INC., PC PACIFIC CATARACT AND LASER INSTITUTE, INC. PC 401(K) PLAN | CHEHALIS, WA | Recordkeeper RECORDKEEPER | 585 | $68.6M | $4K |
| TRANS-WEST, INC. TRANS-WEST, INC. 401(K) SAVINGS PLAN | BRIGHTON, CO | Recordkeeper RECORDKEEPER | 1,296 | $64.5M | $118K |
| DIAGNOSTICA STAGO, INC. DIAGNOSTICA STAGO, INC. 401(K) PLAN | PARSIPPANY, NJ | Recordkeeper RECORDKEEPER | 277 | $52.6M | $46K |
| THE BLOSSMAN COMPANIES, INC. THE BLOSSMAN COMPANIES, INC. 401(K) SAVINGS PLAN | OCEAN SPRINGS, MS | Recordkeeper RECORDKEEPER | 968 | $52.4M | $39K |
| MATHIS BROS. OKLAHOMA CITY, LLC MATHIS BROTHERS 401(K) PLAN | OKLAHOMA CITY, OK | Recordkeeper RECORDKEEPER | 2,393 | $50.8M | $113K |
| TRAYLOR BROS., INC. TRAYLOR CONSTRUCTION GROUP 401(K) PLAN | EVANSVILLE, IN | Recordkeeper RECORDKEEPER | 649 | $50.6M | $29K |
| EXCEL ENGINEERING, INC. EXCEL ENGINEERING, INC. 401(K) RETIREMENT SAVINGS PLAN | FOND DU LAC, WI | Recordkeeper RECORDKEEPER | 310 | $50.5M | $1K |
| LIFE GENERATIONS HEALTHCARE, LLC GENERATIONS HEALTHCARE, LLC 401(K) PLAN | NEWPORT, CA | Recordkeeper RECORDKEEPER | 3,090 | $48.5M | $295K |
| LA COSTENA USA LA COSTENA USA 401(K) PLAN | FARIBAULT, MN | Recordkeeper RECORDKEEPER | 499 | $39.5M | $88K |
| RIDGEVIEW INDUSTRIES, INC. THE RIDGEVIEW INDUSTRIES RETIREMENT SAVINGS PLAN | GRAND RAPIDS, MI | Recordkeeper RECORDKEEPER | 525 | $38.1M | $0 |
| HEALTHSMART BENEFITS MANAGEMENT, LLC HEALTHSMART BENEFITS MANAGEMENT, LLC 401(K) RETIREMENT BENEFIT PLAN | MINNETONKA, MN | Recordkeeper RECORDKEEPER | 756 | $36.8M | $9K |
| DHI COMPUTING SERVICE, INC. DHI COMPUTING SERVICE, INC. 401(K) PROFIT SHARING PLAN | PROVO, UT | Recordkeeper RECORDKEEPER | 400 | $35.8M | $0 |
| METHOD PRODUCTS, PBC PEOPLE AGAINST DIRTY 401(K) PLAN | SAN FRANCISCO, CA | Recordkeeper RECORDKEEPER | 363 | $35.7M | $46K |
| DAYBREAK GAME COMPANY, LLC DAYBREAK GAME COMPANY 401(K) PLAN | SAN DIEGO, CA | Recordkeeper RECORDKEEPER | 242 | $33.0M | $64K |
| CRESCENT REAL ESTATE LLC CRESCENT REAL ESTATE LLC 401(K) PLAN | FORT WORTH, TX | Recordkeeper RECORDKEEPER | 106 | $32.6M | $60K |
| KEY ENTERPRISES LLC KEY ENTERPRISES LLC EMPLOYEE 401(K) PLAN | ST PAUL, MN | Recordkeeper RECORDKEEPER | 132 | $29.7M | $0 |
| NEUROPACE, INC. NEUROPACE, INC. 401(K) PLAN | MOUNTAIN VIEW, CA | Recordkeeper RECORDKEEPER | 172 | $29.4M | $8K |
| QUINN EVANS ARCHITECTS, INC. QUINN EVANS ARCHITECTS, INC. EMPLOYEE RETIREMENT BENEFIT PLAN | ANN ARBOR, MI | Recordkeeper RECORDKEEPER | 214 | $28.5M | $24K |
| CSSI, INC. CSSI, INC. EMPLOYEE 401(K) PLAN | WASHINGTON, DC | Recordkeeper RECORDKEEPER | 148 | $28.5M | $20K |
| GLASGOW, INC. GLASGOW, INC. PENSION PLAN | GLENSIDE, PA | Other NONE | 71 | $27.8M | $6K |
| CALTROL, INC CALTROL, INC. 401K SAVINGS PLAN | LAS VEGAS, NV | Other RECORD-KEEPER | 307 | $27.3M | $41K |
| CIDRA HOLDINGS LLC CIDRA HOLDINGS LLC 401(K) PLAN | WALLINGFORD, CT | Recordkeeper RECORDKEEPER | 110 | $27.2M | $0 |
| FIVE POINTS BANK FIVE POINTS BANK 401(K) PLAN | GRAND ISLAND, NE | Recordkeeper RECORDKEEPER | 217 | $26.9M | $20K |
| AIRXCEL,INC. AIRXCEL,INC. 401(K) PLAN | WICHITA, KS | Recordkeeper RECORDKEEPER | 863 | $26.5M | $0 |
| BURKE DISTRIBUTING CO. LLC BURKE DISTRIBUTING CORPORATION 401(K) PROFIT SHARING PLAN | RANDOLPH, MA | Recordkeeper RECORDKEEPER | 146 | $26.3M | $39K |
| NEOSYSTEMS CORP. NEOSYSTEMS CORP. EMPLOYEES 401(K) AND PROFIT SHARING PLAN | RESTON, VA | Recordkeeper RECORDKEEPER | 160 | $24.7M | $0 |
| ASPEN AEROGELS, INC. ASPEN AEROGELS, INC. 401(K) PLAN | NORTHBOROUGH, MA | Recordkeeper RECORDKEEPER | 507 | $24.4M | $45K |
| JOHNSON REAL ESTATE INVESTORS, LLC. JOHNSON REAL ESTATE INVESTORS, LLC. 401(K) PLAN | AGAWAM, MA | Recordkeeper RECORDKEEPER | 600 | $23.3M | $61K |
| CALTROL, INC CALTROL, INC. 401K SAVINGS PLAN | LAS VEGAS, NV | Other RECORD-KEEPER | 287 | $23.2M | $38K |
| UNIVERSITY HEALTH ALLIANCE UHA 401K PLAN | HONOLULU, HI | Recordkeeper RECORDKEEPER | 165 | $23.0M | $3K |
| CIVIL SERVICE EMPLOYEES INSURANCE GROUP CIVIL SERVICE EMPLOYEES INSURANCE GROUP 401(K) PLAN | BEAVERTON, OR | Recordkeeper RECORDKEEPER | 130 | $21.6M | $21K |
| SKH MANAGEMENT CO STAUFFERS OF KISSEL HILL EMPLOYEE SAVINGS AND RETIREMENT PLAN | LITITZ, PA | Recordkeeper RECORDKEEPER | 510 | $21.6M | $0 |
| KRAFT POWER CORPORATION KRAFT POWER CORPORATION 401(K) PROFIT SHARING PLAN | WOBURN, MA | Recordkeeper RECORDKEEPER | 163 | $20.5M | $3K |
| MMGY GLOBAL, LLC MMGY GLOBAL, LLC 401(K) PLAN | OVERLAND PARK, KS | Recordkeeper RECORDKEEPER | 254 | $17.4M | $54K |
| VALLORBS JEWEL COMPANY VALCO 401(K) PLAN | NEW HOLLAND, PA | Other NONE | 199 | $16.7M | $0 |
| FOODSCIENCE, LLC FOODSCIENCE, LLC 401(K) PROFIT SHARING PLAN | WILLISTON, VT | Recordkeeper RECORDKEEPER | 230 | $16.0M | $33K |
| STANDARD SUPPLY AND DISTRIBUTION CO., INC. THE RETIREMENT PLAN | DALLAS, TX | Recordkeeper RECORDKEEPER | 264 | $15.5M | $35K |
| ROBERT B. OUR CO., INC. ROBERT B. OUR CO., INC. 401(K) PROFIT SHARING PLAN | HARWICH, MA | Recordkeeper RECORDKEEPER | 199 | $15.3M | $39K |
| VALLORBS JEWEL COMPANY VALCO 401(K) PLAN | NEW HOLLAND, PA | Other NONE | 198 | $14.6M | $0 |
| PROSPECT MOLD AND DIE COMPANY PROSPECT MOLD AND DIE COMPANY THRIFT INCENTIVE PLAN | CUYAHOGA FALLS, OH | Recordkeeper RECORDKEEPER | 113 | $11.9M | $0 |
| COLWELL INDUSTRIES, INC. COLWELL INDUSTRIES, INC. 401(K) SAVINGS PLAN | KENDALLVILLE, IN | Recordkeeper RECORDKEEPER | 114 | $11.6M | $0 |
| VALLORBS JEWEL COMPANY VALCO 401(K) PLAN | NEW HOLLAND, PA | Other NONE | 193 | $11.5M | $0 |
| MORITO SCOVILL AMERICAS, LLC MORITO SCOVILL AMERICAS, LLC 401(K) PLAN | CLARKESVILLE, GA | Recordkeeper RECORDKEEPER | 125 | $11.3M | $0 |
| THE TOWBES GROUP, INC. THE TOWBES GROUP SALARY SAVINGS PLAN | SANTA BARBARA, CA | Recordkeeper RECORDKEEPER | 112 | $10.3M | $32K |
| GLOBE MACHINE MANUFACTURING COMPANY GLOBE MACHINE MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA, WA | Recordkeeper RECORDKEEPER | 125 | $9.7M | $18K |
| ADVANCED INDUSTRIAL SERVICES, INC. ADVANCED INDUSTRIAL SERVICES, INC. 401(K) PLAN | YORK, PA | Recordkeeper RECORDKEEPER | 98 | $9.7M | $25K |
| LASKO PRODUCTS, LLC LASKO PRODUCTS, INC. CONSOLIDATED RETIREMENT PLAN | WEST CHESTER, PA | Other NONE | 8 | $6.4M | $0 |
| SURFACE PREPARATION TECHNOLOGIES LLC SURFACE PREPARATION TECHNOLOGIES LLC 401K PLAN | NEW KINGSTOWN, PA | Other NONE | 135 | $5.3M | $0 |
| ELIAS, ELLIOTT, LAMPASI, FEHN, HARRIS, AND NGUYEN A DENTAL PRACTICE, I RIVERSIDE DENTAL GROUP AND DENTAL ASSOCIATE OFFICES 401(K) PLAN | RIVERSIDE, CA | Recordkeeper RECORDKEEPER | 121 | $5.3M | $18K |
| RAND-WHITNEY CONTAINER, LLC RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS | FOXBOROUGH, MA | Recordkeeper RECORDKEEPER | 82 | $799K | $4K |
| HEALTH DECISIONS, INC. HEALTH DECISIONS 401(K) PLAN FINAL | DURHAM, NC | Recordkeeper RECORDKEEPER | 0 | $0 | $5K |
| FRED C. CHURCH,INC. FRED C. CHURCH, INC. 401(K) PLAN | LOWELL, MA | Recordkeeper RECORDKEEPER | 0 | $0 | $24K |