Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments Fid Puritan in their Schedule of Assets, totaling $2.3M 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 | COUNTRY LIFE, LLC COUNTRY LIFE, LLC 401(K) PLAN | HAUPPAUGE NY | 168 | $10.9M | $646K |
| 2 | LEGAL SERVICES OF NEW JERSEY, INC. LEGAL SERVICES OF NEW JERSEY INC ER 403B | EDISON NJ | 252 | $24.6M | $545K |
| 3 | RSR GROUP, INC. RSR 401(K) RETIREMENT PLAN |
WINTER PARK FL |
| 423 |
| $24.6M |
| $395K |
| 4 | CIRCLE INTERNET FINANCIAL, LLC CIRCLE 401(K) PLAN | BOSTON MA | 674 | $71.3M | $312K |
| 5 | K2SHARE, LLC K2SHARE, LLC 401(K) PLAN | COLLEGE STATION TX | 130 | $14.4M | $155K |
| 6 | SYNEREN TECHNOLOGIES CORPORATION SYNEREN TECHNOLOGIES CORPORATION 401(K) PLAN | VIENNA VA | 114 | $9.6M | $103K |
| 7 | SHEE ATIKA INC. SHEE ATIKA, INC. 401K PLAN | SITKA AK | 347 | $14.7M | $84K |
| 8 | LIGHTOLOGY LLC LIGHTOLOGY LLC 401(K) PLAN | CHICAGO IL | 210 | $7.5M | $27K |
