Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Puritan Fund K Mutual fund in their Schedule of Assets, totaling $16.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BIC CORPORATION BIC CORPORATION SALARIED 401(K) SAVINGS AND INVESTMENT PLAN | SHELTON CT | 590 | $216.6M | $9.4M |
| 2 | AIFS, INC. AIFS, INC. RETIREMENT SAVINGS PLAN | STAMFORD CT | 438 | $89.1M | $5.0M |
| 3 | PETERSON AMERICAN CORPORATION PETERSON AMERICAN 401(K) SAVINGS PLAN |
SOUTHFIELD MI |
| 168 |
| $17.2M |
| $1.6M |
| 4 | BIC CORPORATION BIC CORPORATION HOURLY 401(K) SAVINGS AND INVESTMENT PLAN | SHELTON CT | 116 | $17.3M | $771K |
