Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity** FID PURITAN K in their Schedule of Assets, totaling $28.2M 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 | TERUMO BLOOD AND CELL TECHNOLOGIES, INC. TERUMO BCT, INC. 401(K) PLAN | LAKEWOOD CO | 1,807 | $348.9M | $16.1M |
| 2 | HUNTER ROBERTS CONSTRUCTION GROUP, LLC HUNTER ROBERTS CONSTRUCTION GROUP, LLC 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 312 | $119.2M | $4.1M |
| 3 | ADELPHI UNIVERSITY |
GARDEN CITY NY |
| 1,256 |
| $473.2M |
| $3.6M |
| 4 | TCAG, INC. TUTTLE-CLICK AUTOMOTIVE GROUP RETIREMENT PLAN | IRVINE CA | 1,320 | $101.0M | $2.9M |
| 5 | 1105 MEDIA INC. 1105 MEDIA 401K PLAN | WOODLAND HILLS CA | 82 | $22.7M | $1.4M |
| 6 | URBAN ATELIER GROUP, LLC URBAN ATELIER 401(K) PLAN | NEW YORK NY | 166 | $26.8M | $107K |
