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 N/R in their Schedule of Assets, totaling $5.3M 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 | MASUDA, FUNAI, EIFERT & MITCHELL, LTD. MASUDA, FUNAI, EIFERT & MITCHELL, LTD PROFIT SHARING 401(K) RETIREMENT PLAN | CHICAGO IL | 80 | $44.0M | $2.9M |
| 2 | QNB CORP. QNB RETIREMENT SAVINGS PLAN | QUAKERTOWN PA | 201 | $37.1M | $2.1M |
| 3 | CINTRA US SERVICES LLC CINTRA US SERVICES LLC 401K PLAN |
AUSTIN TX |
| 508 |
| $34.2M |
| $314K |
