Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Putnam Equity Income R6 - in their Schedule of Assets, totaling $931K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RAILROAD19, INC. RAILROAD19, INC. PROFIT SHARING PLAN | SARATOGA SPRINGS NY | 95 | $12.8M | $538K |
| 2 | VISTA CARE WISCONSIN, INC. VISTA CARE EMPLOYEES 401(K) PLAN | SHEBOYGAN WI | 792 | $4.3M | $375K |
| 3 | ADOLPH KIEFER & ASSOCIATES, LLC ADOLPH KIEFER & ASSOCIATES 401(K) PLAN |
BLOOMINGTON IL |
| 97 |
| $2.0M |
| $19K |