Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding FID PURITAN K in their Schedule of Assets, totaling $118.0M 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 | VESUVIUS USA CORPORATION VESUVIUS USA CORPORATION MASTER TRUST | CHAMPAIGN IL | — | $227.4M | $40.7M |
| 2 | CROWLEY HOLDINGS INC. CROWLEY RETIREMENT INCOME SYSTEM PLAN RSA | JACKSONVILLE FL | 1,548 | $410.6M | $37.6M |
| 3 | INFINEUM USA INC. INFINEUM SAVINGS PLAN |
LINDEN NJ |
| 525 |
| $386.2M |
| $17.0M |
| 4 | DEAN MCGEE EYE INSTITUTE DEAN MCGEE EYE INSTITUTE 401(K) RETIREMENT PLAN | OKLAHOMA CITY OK | 329 | $56.4M | $6.8M |
| 5 | HEADWAY TECHNOLOGIES, INC. HEADWAY TECHNOLOGIES, INC. 401(K) SAVINGS AND RETIREMENT PLAN | MILPITAS CA | 772 | $255.8M | $6.1M |
| 6 | CONTINENTAL RESOURCES, INC. CONRES SMART RETIRE PLAN | BEDFORD MA | 297 | $86.3M | $4.6M |
| 7 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $3.7M |
| 8 | SIGNATURE BRANDS, LLC SIGNATURE BRANDS, LLC 401(K) SAVINGS PLAN | OCALA FL | 380 | $30.7M | $845K |
| 9 | CROWLEY MARITIME CORPORATION CROWLEY RETIREMENT INCOME SYSTEM PLAN - PUERTO RICO | JACKSONVILLE FL | 84 | $11.4M | $417K |
| 10 | BGB COMMUNICATIONS, LLC BGB COMMUNICATIONS LLC 401(K) PLAN | NEW YORK NY | 423 | $51.2M | $336K |
