Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Putnam Income R6 Mutual fund in their Schedule of Assets, totaling $22.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | J.F. TAYLOR, INC. J.F. TAYLOR, INC. 401(K) PLAN | GREAT MILLS MD | 571 | $146.5M | $12.6M |
| 2 | MORROW MEADOWS CORPORATION MORROW MEADOWS CORPORATION 401(K) PLAN | CITY OF INDUSTRY CA | 352 | $84.5M | $3.7M |
| 3 | CDI CORPORATION CDI CORPORATION 401(K) SAVINGS PLAN |
HOUSTON TX |
| 609 |
| $239.1M |
| $2.5M |
| 4 | TRAYLOR BROS., INC. TRAYLOR CONSTRUCTION GROUP 401(K) PLAN | EVANSVILLE IN | 991 | $83.8M | $2.2M |
| 5 | ERNEST PACKAGING ERNEST PAPER PRODUCTS, INC. RETIREMENT PLAN | COMMERCE CA | 539 | $45.0M | $1.2M |
| 6 | MITCHELL AUTO GROUP, INC. MITCHELL AUTO GROUP, INC. 401(K) PLAN | SIMSBURY CT | 218 | $15.3M | $509K |
| 7 | THE CLEVELAND SOCIETY FOR THE BLIND CLEVELAND SOCIETY FOR THE BLIND 401(K) RETIREMENT PLAN | CLEVELAND OH | 157 | $10.8M | $149K |
| 8 | CENTRAL MAINTENANCE & WELDING, INC. CENTRAL MAINTENANCE & WELDING, INC. 401(K) PROFIT SHARING PLAN | LITHIA FL | 100 | $13.3M | $27K |
| 9 | VERO BIOTECH INC VERO BIOTECH INC. 401(K) PLAN | ATLANTA GA | 219 | $4.6M | $12K |
