Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Puritan Fund- Class K Registered Investment Company in their Schedule of Assets, totaling $75.6M 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 | BAUSCH & LOMB AMERICAS INC. BAUSCH & LOMB AMERICAS INC. RETIREMENT SAVINGS PLAN | BRIDGEWATER NJ | 5,266 | $810.6M | $32.7M |
| 2 | BAUSCH HEALTH COMPANIES INC. BAUSCH HEALTH COMPANIES INC. RETIREMENT SAVINGS PLAN | BRIDGEWATER NJ | 1,867 | $691.0M | $19.5M |
| 3 | PHELPS DUNBAR, LLP |
NEW ORLEANS LA |
| 727 |
| $294.9M |
| $16.3M |
| 4 | BRITISH AIRWAYS PLC BRITISH AIRWAYS SAVINGS PLAN | NEW YORK NY | 1,196 | $232.5M | $3.9M |
| 5 | CSI LEASING, INC. CSI LEASING, INC. 401(K) PLAN | WELDON SPRING MO | 739 | $116.9M | $1.7M |
| 6 | PLAYHOUSE SQUARE FOUNDATION PLAYHOUSE SQUARE FOUNDATION 401(K) PLAN | CLEVELAND OH | 455 | $24.6M | $1.4M |
| 7 | R.M. CHIN & ASSOCIATES, INC R.M. CHIN & ASSOCIATES, INC. PROFIT SHARING/ 401(K) PLAN | CHICAGO IL | 119 | $21.3M | $190K |
