Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding FID PURITAN in their Schedule of Assets, totaling $11.5M 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 | NEW PRIME, INC. PRIME, INC. SUCCESS SHARING PLAN | SPRINGFIELD MO | 3,044 | $212.1M | $7.2M |
| 2 | NA HOKU, INC. THE NA HOKU, INC. 401(K) SAVINGS PLAN | HONOLULU HI | 384 | $31.4M | $1.4M |
| 3 | JACO OIL COMPANY JACO OIL COMPANY 401(K) RETIREMENT PLAN |
BAKERSFIELD CA |
| 166 |
| $11.0M |
| $554K |
| 4 | MDC INTERIOR SOLUTIONS, LLC MDC INTERIOR SOLUTIONS, LLC EMPLOYEES' 401(K) SAVINGS PLAN | GLENDALE HEIGHTS IL | 248 | $33.5M | $524K |
| 5 | EXTRUSION SOLUTIONS PARTNERS, LLC EXTRUSION SOLUTIONS PARTNERS, LLC RETIREMENT SAVINGS PLAN | YORK PA | 155 | $17.8M | $513K |
| 6 | THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B). THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B) | ALBUQUERQUE NM | 107 | $18.1M | $365K |
| 7 | HAMILTON COLLEGE HAMILTON COLLEGE 403(B) RETIREMENT PLAN | CLINTON NY | 772 | $351.8M | $314K |
| 8 | ZERO MOTORCYCLES ZERO MOTORCYCLES, INC. 401(K) PLAN | SCOTTS VALLEY CA | 205 | $21.1M | $297K |
| 9 | DETEX CORPORATION DETEX CORPORATION 401(K) & PROFIT SHARING PLAN | NEW BRAUNFELS TX | 121 | $12.7M | $138K |
| 10 | MIROMAR DEVELOPMENT CORPORATION MIROMAR DEVELOPMENT CORPORATION 401(K) PLAN | ESTERO FL | 264 | $9.1M | $107K |
