Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Putnam Equity Income in their Schedule of Assets, totaling $3.5M 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 TARGET BENEFIT PLAN | SANTA ROSA CA | 109 | $36.1M | $1.8M |
| 2 | LETTUCE ENTERTAIN YOU ENTERPRISES, INC. LETTUCE ENTERTAIN YOU EMPLOYEE SAVINGS PLAN | CHICAGO IL | 5,751 | $66.7M | $1.6M |
| 3 | ANESTHESIOLOGY SERVICES NETWORK, LTD. |
DAYTON OH |
| 137 |
| $3.8M |
| $137K |
