Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Puritan Fund; K in their Schedule of Assets, totaling $55.1M 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 | THE SCOTTS COMPANY LLC THE SCOTTS COMPANY LLC RETIREMENT SAVINGS PLAN | MARYSVILLE OH | 4,612 | $691.4M | $18.1M |
| 2 | THE WONDERFUL COMPANY THE WONDERFUL COMPANY LLC 401(K) PLAN | LOS ANGELES CA | 5,637 | $590.0M | $17.8M |
| 3 | FLSMIDTH INC. FLSMIDTH 401(K) PLAN TRUST |
BETHLEHEM PA |
| 1,299 |
| $324.0M |
| $8.6M |
| 4 | MAGNERA CORPORATION MAGNERA CORPORATION 401(K) SAVINGS PLAN | CHARLOTTE NC | 633 | $142.7M | $3.9M |
| 5 | VELCRO USA INC. RETIREMENT SAVINGS AT VELCRO 401(K) PLAN | MANCHESTER NH | 726 | $108.4M | $3.3M |
| 6 | JONES DAIRY FARM JONES DAIRY FARM THRIFT PLAN | FORT ATKINSON WI | 176 | $31.4M | $1.3M |
| 7 | MORGAN PROPERTIES PAYROLL SVCS MORGAN PROPERTIES 401(K) PLAN | CONSHOHOCKEN PA | 2,916 | $78.0M | $1.2M |
| 8 | JONES DAIRY FARM JONES DAIRY FARM BARGAINING EMPLOYEES' RETIREMENT SAVINGS PLAN | FORT ATKINSON WI | 340 | $25.7M | $786K |
| 9 | SWISS KRONO USA, INC. SWISS KRONO USA, INC. 401K RETIREMENT PLAN | BARNWELL SC | 323 | $15.9M | $71K |
| 10 | NAES CORPORATION GREENBERRY INDUSTRIAL LLC PROFIT SHARING 401(K) PLAN | VANCOUVER WA | 1,228 | $31.4M | $8K |
