Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Putnam Putnam High Yield Y in their Schedule of Assets, totaling $12.0M 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 | ALLSOUTH FEDERAL CREDIT UNION ALLSOUTH FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | COLUMBIA SC | 249 | $101.2M | $6.3M |
| 2 | LEGACY COMMUNITY FEDERAL CREDIT UNION LEGACY COMMUNITY FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | BIRMINGHAM AL | 99 | $31.1M | $1.9M |
| 3 | SOARION CREDIT UNION |
SAN ANTONIO TX |
| 35 |
| $24.2M |
| $1.9M |
| 4 | SUN FEDERAL CREDIT UNION SUN FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | MAUMEE OH | 121 | $24.8M | $1.5M |
| 5 | UNIVERSITY CREDIT UNION UNIVERSITY CREDIT UNION 401(K) PLAN AND TRUST | LOS ANGELES CA | 134 | $16.2M | $239K |
| 6 | CABRILLO CREDIT UNION CABRILLO CREDIT UNION 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 71 | $8.1M | $94K |
| 7 | THE MOREY ORGANIZATION, INC. MOREY ORGANIZATION 401(K) RETIREMENT PLAN | WILDWOOD NJ | 191 | $22.8M | $38K |
