Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Putnam Income Y in their Schedule of Assets, totaling $1.9M 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 | $947K |
| 2 | BRUNSWICK GROUP, LLC BRUNSWICK 401(K) RETIREMENT PLAN | NEW YORK NY | 386 | $89.5M | $820K |
| 3 | SOUTHWEST CABINET CORP ANTON CABINETRY 401(K) RETIREMENT PLAN |
ARLINGTON TX |
| 110 |
| $7.1M |
| $109K |
| 4 | GOULD PAPER CORPORATION GOULD PAPER CORPORATION EMPLOYEES' PROFIT SHARING AND RETIREMENT PLAN | NEW YORK NY | 206 | $48.1M | $3K |
