Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Puritan Fund Mutual fund (1) in their Schedule of Assets, totaling $381.3M 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 | BAKER & HOSTETLER LLP BAKER & HOSTETLER LLP SUPPLEMENTAL/401K RETIREMENT PLAN | CLEVELAND OH | 1,897 | $1.2B | $376.5M |
| 2 | MONTGOMERY BELL ACADEMY MONTGOMERY BELL ACADEMY 403(B) TAX SHELTERED INVESTMENT PROGRAM | NASHVILLE TN | 164 | $41.9M | $3.2M |
| 3 | MAGNETIC ANALYSIS CORP. |
ELMSFORD NY |
| 96 |
| $37.0M |
| $1.6M |
