Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FID PURITAN K Registered Investment Company in their Schedule of Assets, totaling $38.5M 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 | LENNOX INTERNATIONAL INC. LENNOX INTERNATIONAL 401(K) MASTER TRUST | RICHARDSON TX | — | $837.3M | $32.3M |
| 2 | CALIFORNIA CASUALTY MANAGEMENT COMPANY CALIFORNIA CASUALTY MANAGEMENT COMPANY MASTER TRUST | SAN MATEO CA | — | $136.7M | $5.2M |
| 3 | SKY LAKES MEDICAL CENTER, INC. |
KLAMATH FALLS OR |
| 1,729 |
| $164.7M |
| $988K |
