Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding PUTNAM EQUITY INCOME Y Mutual Funds in their Schedule of Assets, totaling $3.8M 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 | AGC OF AMERICA, SAN DIEGO CHAPTER, INC. RETIREMENT TRUST FUND ASSOCIATED GENERAL CONTRACTORS OF AMERICA, SAN DIEGO CHAPTER, INC. RETIREMENT TRUST FUND EMPLOYEE PENSION BENEFIT PLAN | SAN DIEGO CA | 316 | $24.2M | $3.8M |
