Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Putnam Equity Income Fund Mutual fund in their Schedule of Assets, totaling $43.5M 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 | THE GORES GROUP, LLC THE GORES GROUP, LLC - 401K PLAN | BEVERLY HILLS CA | 1,388 | $361.3M | $38.6M |
| 2 | CAHHS HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN | SACRAMENTO CA | 113 | $62.8M | $4.6M |
| 3 | THE HESS COLLECTION WINERY THE HESS COLLECTION 401(K) PLAN |
NAPA CA |
| 129 |
| $22.7M |
| $201K |
| 4 | MANAGEMENT HEALTH SOLUTIONS IN MANAGEMENT HEALTH SOLUTIONS IN 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 356 | $1.4M | $6K |
