Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fid Puritan Pooled Separate Account in their Schedule of Assets, totaling $1.2M 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 | LANEHART ELECTRICAL CONTRACTORS, LLC LANEHART ELECTRICAL CONTRACTORS, LLC 401(K) PROFIT SHARING PLAN | IRVING TX | 507 | $16.7M | $707K |
| 2 | MEDICAL CITY DALLAS MANAGEMENT, LTD. MEDICAL CITY DALLAS MANAGEMENT, LTD. 401(K) PROFIT SHARING PLAN | DALLAS TX | 100 | $18.5M | $308K |
| 3 | PEROT MUSEUM OF NATURE AND SCIENCE |
DALLAS TX |
| 144 |
| $7.5M |
| $156K |