Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Putnam Equity Income A in their Schedule of Assets, totaling $2.5M 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 | TRAVEL INCORPORATED TRAVEL INCORPORATED RETIREMENT PLAN | DULUTH GA | 252 | $28.7M | $2.1M |
| 2 | MOMENTUM AGENCIES MOMENTUM AGENCIES 403B PLAN | CHATSWORTH CA | 830 | $9.6M | $334K |
| 3 | HTI CYBERNETICS HTI CYBERNETICS, INC. 401(K) PLAN |
| 155 |
| $6.3M |
| $14K |
