Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Putnam High Yield Y in their Schedule of Assets, totaling $716K 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 | ROBERT A. BOTHMAN, INC. ROBERT A. BOTHMAN, INC. 401(K) PLAN | SANTA CLARA CA | 90 | $21.9M | $326K |
| 2 | S. C. STATE FEDERAL CREDIT UNION S. C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | COLUMBIA SC | 241 | $19.7M | $155K |
| 3 | CAREER PATH SERVICES CAREER PATH SERVICES 403(B) PLAN |
SPOKANE WA |
| 126 |
| $7.1M |
| $143K |
| 4 | APCO GRAPHICS, INC. APCO GRAPHICS, INC. 401(K) PLAN | ATLANTA GA | 101 | $13.7M | $45K |
| 5 | BROWNSTEIN GROUP, INC. THE BROWNSTEIN GROUP PROFIT SHARING 401(K) PLAN | PHILADELPHIA PA | 66 | $14.4M | $31K |
| 6 | EFCU FINANCIAL FEDERAL CREDIT UNION EFCU FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN | BATON ROUGE LA | 128 | $11.9M | $16K |
