Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Puritan Fund Class K " in their Schedule of Assets, totaling $287.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NUCOR CORPORATION NUCOR CORPORATION PROFIT SHARING AND RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 29,566 | $9.3B | $159.3M |
| 2 | SALESFORCE, INC. SALESFORCE 401(K) PLAN | SAN FRANCISCO CA | 36,537 | $9.1B | $48.3M |
| 3 | TOPPAN MERRILL LLC TOPPAN MERRILL 401(K) PLAN |
ST PAUL MN |
| 1,004 |
| $460.8M |
| $28.2M |
| 4 | CONMED CORPORATION CONMED CORPORATION RETIREMENT SAVINGS PLAN | LARGO FL | 2,181 | $341.8M | $19.5M |
| 5 | EXPONENT, INC. EXPONENT INC. 401(K) SAVINGS PLAN | MENLO PARK CA | 1,067 | $616.3M | $17.9M |
| 6 | PTC THERAPEUTICS, INC. PTC THERAPEUTICS INC. 401(K) RETIREMENT SAVINGS PLAN | WARREN NJ | 621 | $199.8M | $3.7M |
| 7 | DAUBERT INDUSTRIES, INC. DAUBERT INDUSTRIES, INC. PROFIT SHARING PLAN | BURR RIDGE IL | 249 | $63.4M | $2.4M |
| 8 | THE SHUBERT ORGANIZATION, INC. SHUBERT 401(K) SAVINGS PLAN | NEW YORK NY | 391 | $81.4M | $2.0M |
| 9 | PLAN EMPLOYER CINCH HOME SERVICES INC. CINCH HOME SERVICES, INC. AND AFFILIATES 401(K) RETIREMENT PLAN | BOCA RATON FL | 713 | $47.8M | $2.0M |
| 10 | BANKER LOPEZ GASSLER P.A. BANKER LOPEZ GASSLER P.A. 401(K) PLAN | TAMPA FL | 350 | $83.7M | $1.8M |
