Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Putnam Income Fund Y in their Schedule of Assets, totaling $753K 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 | KERSHAWHEALTH KERSHAWHEALTH 403B RETIREMENT PLAN | CAMDEN SC | 25 | $8.3M | $738K |
| 2 | CONCEPT REHAB, INC. CONCEPT REHAB, INC. 401(K) PLAN | TOLEDO OH | 577 | $31.8M | $16K |
