Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Fid Puritan in their Schedule of Assets, totaling $3.0M 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 | MMC HOLDING OF BROOKLYN, INC. MMC HOLDING OF BROOKLYN, INC. 401(K) PLAN | BROOKLYN NY | 40 | $32.5M | $1.1M |
| 2 | TRITON CONSTRUCTION COMPANY, LLC TRITON CONSTRUCTION 401K PLAN | NEW YORK NY | 114 | $31.3M | $386K |
| 3 | THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION |
RICHMOND VA |
| 6,105 |
| $1.3B |
| $366K |
| 4 | O'NEAL, INC. O'NEAL, INC. 401(K) PLAN AND TRUST | GREENVILLE SC | 95 | $36.9M | $283K |
| 5 | CONVERSE COLLEGE CONVERSE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SPARTANBURG SC | 160 | $45.4M | $271K |
| 6 | SPOKANE INDUSTRIES, INC. SPOKANE INDUSTRIES, INC. EMPLOYEE THRIFT PLAN | SPOKANE WA | 95 | $6.1M | $245K |
| 7 | ENVIROISSUES ENVIROISSUES 401(K) P/S PLAN | SEATTLE WA | 78 | $19.9M | $135K |
| 8 | SHARED STAFFING SERVICES, LLC SHARED STAFFING SERVICES, LLC 401(K) PLAN | SCOTTSDALE AZ | 1,558 | $27.4M | $59K |
| 9 | LUMACORP, INC. LUMACORP INC. 401(K) PLAN | DALLAS TX | 180 | $7.7M | $42K |
| 10 | NATIONAL ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS NATIONAL ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS SECTION 403(B) PLAN | RESTON VA | 63 | $17.5M | $22K |
