Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Puritan Fund Class K Mutual fund in their Schedule of Assets, totaling $12.0M 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 | ADVANTEST AMERICA, INC. ADVANTEST AMERICA, INC. SAVING PLAN | SAN JOSE CA | 1,297 | $450.2M | $8.7M |
| 2 | JEP MANAGEMENT, INC. JEP MANAGEMENT & AFFILIATES 401(K) PLAN | WYNNEWOOD PA | 378 | $58.3M | $1.4M |
| 3 | SILLS CUMMIS & GROSS P.C. SILLS CUMMIS & GROSS P.C. 401(K) PLAN |
NEWARK NJ |
| 94 |
| $43.1M |
| $821K |
| 4 | SATAKE USA, INC. SATAKE USA INC. 401(K) PLAN | STAFFORD TX | 107 | $33.0M | $725K |
| 5 | ON 24, INC ON 24, INC 401(K) PLAN | SAN FRANCISCO CA | 386 | $59.4M | $383K |
