Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Fidelity Investments* Fidelity Puritan Fund in their Schedule of Assets, totaling $229.0M 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 | THE SHERWIN-WILLIAMS COMPANY THE SHERWIN-WILLIAMS COMPANY 401(K) PLAN | CLEVELAND OH | 47,319 | $10.6B | $71.9M |
| 2 | SCRIPPS HEALTH SCRIPPS HEALTH RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 17,768 | $1.3B | $50.4M |
| 3 | LINKLATERS LLP LINKLATERS LLP 401(K) PROFIT SHARING PLAN |
NEW YORK NY |
| 126 |
| $89.8M |
| $21.9M |
| 4 | WILSON ELSER MOSKOWITZ EDELMAN & DICKER LLP WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP 401(K) SAVINGS PLAN | NEW YORK NY | 2,197 | $307.2M | $14.8M |
| 5 | SCRIPPS HEALTH SCRIPPS HEALTH 403(B) PLAN | SAN DIEGO CA | 17,402 | $728.7M | $12.3M |
| 6 | THE SHERWIN-WILLIAMS COMPANY THE SHERWIN-WILLIAMS COMPANY SALARIED EMPLOYEES' REVISED PENSION INVESTMENT PLAN | CLEVELAND OH | 47,415 | $1.7B | $11.7M |
| 7 | BIG 5 CORP BIG 5 SPORTING GOODS SAVINGS AND PROFIT SHARING PLAN | EL SEGUNDO CA | 3,018 | $141.0M | $9.9M |
| 8 | LINKLATERS LLP LINKLATERS LLP 401(K) PLAN FOR ASSOCIATES | NEW YORK NY | 166 | $37.3M | $8.8M |
| 9 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $5.9M |
| 10 | GRAHAM COMPANIES GRAHAM COMPANIES RETIREMENT SAVINGS PLAN | YORK PA | 53 | $38.0M | $4.4M |
