Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Puritan Fund Class K in their Schedule of Assets, totaling $99.4M 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 | ERIE INDEMNITY COMPANY ERIE INSURANCE GROUP EMPLOYEE SAVINGS PLAN | ERIE PA | 6,803 | $1.4B | $48.4M |
| 2 | SULZER US HOLDING INC. SULZER EMPLOYEE SAVINGS PLAN | HOUSTON TX | 2,435 | $547.0M | $35.7M |
| 3 | CORDOBA CORPORATION CORDOBA CORPORATION 401(K) PLAN |
LOS ANGELES CA |
| 490 |
| $44.0M |
| $15.3M |
