Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Management Trust Company* Fidelity Puritan Fund in their Schedule of Assets, totaling $32.2M 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 | BCD TRAVEL USA LLC BCD TRAVEL USA LLC PROFIT SHARING RETIREMENT PLAN | ATLANTA GA | 4,181 | $479.9M | $14.5M |
| 2 | LEGO SYSTEMS, INC LEGO U.S. RETIREMENT PLAN | ENFIELD CT | 4,104 | $429.2M | $5.6M |
| 3 | BARILLA AMERICA, INC. BARILLA AMERICA, INC. 401(K) PLAN |
NORTHBROOK IL |
| 620 |
| $137.9M |
| $3.6M |
| 4 | FUELCELL ENERGY, INC. FUELCELL ENERGY INC. CAPITAL ACCUMULATION PLAN | DANBURY CT | 416 | $84.4M | $3.4M |
| 5 | IROQUOIS PIPELINE OPERATING COMPANY IROQUOIS PIPELINE OPERATING COMPANY SAVINGS PLAN | SHELTON CT | 89 | $39.3M | $2.2M |
| 6 | LRP PUBLICATIONS, INC. LRP PUBLICATIONS, INC. PLAN | PALM BEACH GARDENS FL | 96 | $32.0M | $1.9M |
| 7 | ATR INTERNATIONAL INC. ATR INTERNATIONAL INC. 401(K) PLAN | SANTA CLARA CA | 159 | $16.8M | $509K |
| 8 | SOURCE NORTH AMERICA CORPORATION SOURCE NORTH AMERICA CORPORATION 401(K) PLAN | ADDISON IL | 184 | $23.1M | $433K |
