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 Puritan Fund in their Schedule of Assets, totaling $13.5M 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 | IAT INSURANCE GROUP INC. IAT INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN | RALEIGH NC | 1,020 | $287.9M | $7.0M |
| 2 | UNIVERSAL LOGISTICS HOLDING, INC. UNIVERSAL LOGISTICS HOLDINGS, INC. 401K PLAN | WARREN MI | 3,565 | $57.8M | $2.4M |
| 3 | CENTRAL TRANSPORT, LLC |
WARREN MI |
| 6,655 |
| $94.4M |
| $2.0M |
| 4 | FORMAN MILLS FORMAN MILLS, 401(K) RETIREMENT PLAN | PENNSAUKEN NJ | 2,205 | $6.9M | $705K |
| 5 | UNIVERSAL DEDICATED, INC. UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN | WARREN MI | 1,008 | $12.2M | $509K |
| 6 | LOGISTICS INSIGHT CORP. LOGISTICS INSIGHT CORP. UNION SAVINGS PLAN | WARREN MI | 1,249 | $12.4M | $465K |
| 7 | GREATER FAMILY HEALTH GREATER FAMILY HEALTH 401(K) PLAN | ELGIN IL | 407 | $17.6M | $285K |
| 8 | CONCURRENCY, INC. CONCURRENCY, INC. 401(K) PLAN | BROOKFIELD WI | 71 | $11.4M | $75K |
