Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fid Puritan Mutual fund - in their Schedule of Assets, totaling $17.0M 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 | THERAPEUTIC ASSOCIATES, INC. THERAPEUTIC ASSOCIATES, INC. PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN | KENT WA | 1,114 | $125.2M | $5.5M |
| 2 | NUMERICA CREDIT UNION NUMERICA CREDIT UNION RETIREMENT PLAN | SPOKANE VALLEY WA | 664 | $87.9M | $2.4M |
| 3 | THE POKEMON COMPANY INTERNATIONAL, INC. |
BELLEVUE WA |
| 998 |
| $172.1M |
| $1.5M |
| 4 | RYAN HERCO PRODUCTS CORPORATION RYAN HERCO FLOW SOLUTIONS 401(K) PLAN | BURBANK CA | 512 | $40.5M | $1.4M |
| 5 | RDC-S111, INC. RDC-S111, INC. 401(K) PROFIT SHARING PLAN | LONG BEACH CA | 163 | $18.4M | $1.2M |
| 6 | MIDOCEAN US ADVISOR LP MIDOCEAN US ADVISOR LP 401K PLAN | NEW YORK NY | 90 | $44.5M | $848K |
| 7 | CUSTOM HOUSE HOTEL CO., LTD. DBA PORTOLA HOTEL & S PORTOLA HOTEL & SPA AT MONTEREY BAY 401(K) PLAN | MONTEREY CA | 337 | $7.9M | $765K |
| 8 | CHARLESBANK CAPITAL PARTNERS, LLC CHARLESBANK CAPITAL PARTNERS, LLC MONEY PURCHASE PENSION PLAN | BOSTON MA | 184 | $43.4M | $734K |
| 9 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $601K |
| 10 | CF FOUNDATION, INC. CF FOUNDATION, INC. SALARY DEFERRAL PLAN | ATLANTA GA | 151 | $13.7M | $438K |
