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 Registered Investment Company in their Schedule of Assets, totaling $43.8M 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 | BRADLEY ARANT BOULT CUMMINGS LLP BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN | BIRMINGHAM AL | 1,172 | $694.3M | $43.4M |
| 2 | WASHINGTON PERMANENTE MEDICAL GROUP, P.C. WPMG 401(K) RETIREMENT SAVINGS PLAN | RENTON WA | 1,654 | $1.5B | $341K |
