Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AdvisorTrust, Inc. Fidelity Puritan Fund in their Schedule of Assets, totaling $305K 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 | CENTRAL BANK CENTRAL BANK 401K PROFIT SHARING PLAN | PROVO UT | 330 | $63.7M | $305K |
