Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Putnam Convertible Securities Y Mutual fund (Registered Investment Co.} in their Schedule of Assets, totaling $17K 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 | MOUNTAIN STATES CONSTRUCTORS, INC. MOUNTAIN STATES CONSTRUCTORS, INC. 401(K) PLAN | ALBUQUERQUE NM | 266 | $23.5M | $17K |
