Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Putnam Equity Income Fund Y in their Schedule of Assets, totaling $9.9M 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 | JACUZZI BRANDS LLC JACUZZI 401(K) PLAN | CHINO CA | 969 | $65.5M | $6.9M |
| 2 | NATIONAL HERITAGE ACADEMIES, INC. NATIONAL HERITAGE ACADEMIES, INC. RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 6,715 | $307.3M | $3.0M |
