Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Putnam Equity Income Y Mutual Fund in their Schedule of Assets, totaling $4.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | REDWOOD CREDIT UNION REDWOOD CREDIT UNION 401(K) RETIREMENT PLAN | SANTA ROSA CA | 912 | $103.9M | $3.9M |
| 2 | HAWKTREE INTERNATIONAL, INC. HAWKTREE RETIREMENT PLAN | HONOLULU HI | 305 | $16.4M | $421K |
| 3 | BOSAK MOTOR SALES INC BOSAK MOTOR SALES, INC. 401(K) PROFIT SHARING PLAN |
MERRILLVILLE IN |
| 351 |
| $16.5M |
| $354K |
| 4 | PEDIATRIC EMERGENCY MEDICINE ASSOCIATES, LLC. PEMA 401(K) PLAN | JOHNS CREEK GA | 93 | $74.6M | $138K |
