Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Fidelity Puritan - in their Schedule of Assets, totaling $3.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TCF FINANCIAL CORPORATION TCF 401K PLAN | PLYMOUTH MN | 7 | $317.5M | $2.4M |
| 2 | OTIS COLLEGE OF ART AND DESIGN OTIS COLLEGE OF ART AND DESIGN 403(B) RETIREMENT PLAN | LOS ANGELES CA | 624 | $53.8M | $555K |
| 3 | HENRY AVOCADO CORPORATION HENRY AVOCADO CORPORATION |
ESCONDIDO CA |
| 108 |
| $22.5M |
| $278K |
| 4 | PROJECT RENEWAL, INC. PROJECT RENEWAL, INC. EMPLOYEES' RETIREMENT PLAN | NEW YORK NY | 46 | $3.4M | $243K |
| 5 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 760 | $305.3M | $235K |
| 6 | ENGLISH LANGUAGE INSTITUTE/CHINA ENGLISH LANGUAGE INSTITUTE IN CHINA 403(B) PLAN | FORT COLLINS CO | 342 | $14.2M | $80K |
