Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments Fidelity® Puritan® in their Schedule of Assets, totaling $34.0M 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 | TOKYO ELECTRON US HOLDINGS, INC. TOKYO ELECTRON RETIREMENT PLAN | AUSTIN TX | 2,280 | $651.7M | $13.2M |
| 2 | DYKEMA GOSSETT PLLC DYKEMA GOSSETT PLLC SAVINGS AND INVESTMENT PLAN | DETROIT MI | 763 | $345.6M | $12.2M |
| 3 | FINANCIAL ACCOUNTING FOUNDATION FINANCIAL ACCOUNTING FOUNDATION EMPLOYEES' TAX SHELTERED ANNUITY PLAN |
NORWALK CT |
| 143 |
| $137.7M |
| $4.1M |
| 4 | SUPERIOR READY MIX CONCRETE LP SUPERIOR READY MIX CONCRETE, L.P. PROFIT SHARING/401(K) PLAN | ESCONDIDO CA | 642 | $92.9M | $3.5M |
| 5 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $580K |
| 6 | NATIONWIDE CHILDREN'S HOSPITAL NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN | COLUMBUS OH | 16,511 | $841.3M | $324K |
| 7 | CAVALRY INVESTMENTS, LLC CAVALRY INVESTMENTS, LLC 401(K) PLAN | GREENWICH CT | 280 | $21.3M | $115K |
| 8 | FAZOLI'S RESTAURANT GROUP, INC. FAZOLI'S RESTAURANT GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | LEXINGTON KY | 363 | $14.3M | $28K |
