Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Putnam Equity Income Fund in their Schedule of Assets, totaling $27.1M 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 | HOWARD HUGHES MEDICAL INSTITUTE HOWARD HUGHES MEDICAL INSTITUTE RETIREMENT SAVINGS PLAN | CHEVY CHASE MD | 2,784 | $2.0B | $21.3M |
| 2 | OBAYASHI CORPORATION OBAYASHI CORPORATION RETIREMENT SAVINGS PLAN | FOSTER CITY CA | 192 | $52.2M | $2.6M |
| 3 | NY HOTEL TRADES COUNCIL & HOTEL ASSN. |
NEW YORK NY |
| 944 |
| $153.3M |
| $2.1M |
| 4 | MBL (USA) CORPORATION MBL (USA) CORPORATION 401(K) SAVINGS PLAN | OTTAWA IL | 186 | $23.2M | $943K |
| 5 | TOUCHSTONE COMMUNITIES 401K PLAN TOUCHSTONE COMMUNITIES 401K PLAN | SAN ANTONIO TX | 3,944 | $32.5M | $218K |
