Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Putnam Investment Putnam Equity Income A N/R in their Schedule of Assets, totaling $901K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CONCORD GENERAL MUTUAL INSURANCE COMPANY CONCORD GENERAL MUTUAL INSURANCE COMPANY 401(K) PLAN | BEDFORD NH | 257 | $30.4M | $901K |
