Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Putnam Income A Mutual Funds in their Schedule of Assets, totaling $270K 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 | TRILOGY FEDERAL, LLC TRILOGY FEDERAL, LLC 401(K) P/S PLAN | ARLINGTON VA | 191 | $18.6M | $265K |
| 2 | KNIGHTVEST MANAGEMENT, L.L.C. KNIGHTVEST 401(K) PLAN | DALLAS TX | 588 | $12.2M | $6K |
