Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Putnam Income Fund Class Y " in their Schedule of Assets, totaling $8.8M 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 | JSI RESEARCH & TRAINING INSTITUTE, INC. JSI RESEARCH & TRAINING INSTITUTE, INC. 401(K) PLAN | BOSTON MA | 809 | $238.1M | $7.7M |
| 2 | INSIGHT INVESTMENTS, LLC INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN | COSTA MESA CA | 288 | $40.5M | $1.0M |
| 3 | WILLIAM PENN BANK |
BRISTOL PA |
| 93 |
| $11.3M |
| $29K |
