Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Puritan K in their Schedule of Assets, totaling $35.1M 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 | SPX FLOW, INC. SPX FLOW RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 853 | $273.0M | $9.9M |
| 2 | STEPAN COMPANY STEPAN COMPANY SAVINGS AND INVESTMENT RETIREMENT PLAN | NORTHBROOK IL | 1,264 | $395.4M | $6.7M |
| 3 | HEINEKEN USA, INC. HEINEKEN USA SAVINGS AND RETIREMENT PLAN |
WHITE PLAINS NY |
| 436 |
| $208.8M |
| $4.7M |
| 4 | RIVERSTONE GROUP INC. RIVERSTONE GROUP INC. AND AFFILIATES EMPLOYEE SAVINGS PLAN | DAVENPORT IA | 391 | $60.8M | $4.1M |
| 5 | XOMETRY, INC. XOMETRY, INC. 401(K) PLAN | NORTH BETHESDA MD | 824 | $81.3M | $3.1M |
| 6 | HAWAIIAN DREDGING CONSTRUCTION COMPANY, INC. HAWAIIAN DREDGING CONSTRUCTION COMPANY PROFIT SHARING PLAN | HONOLULU HI | 290 | $41.1M | $1.5M |
| 7 | THE MENNEL MILLING COMPANY THE MENNEL MILLING COMPANY SAVINGS AND INVESTMENT PLAN AND TRUST | FOSTORIA OH | 948 | $55.8M | $1.5M |
| 8 | BISK EDUCATION, INC. BISK 401(K) SAVINGS PLAN | TAMPA FL | 164 | $30.0M | $1.4M |
| 9 | LANSING BUILDING PRODUCTS, LLC LANSING BUILDING PRODUCTS, LLC 401K PLAN | RICHMOND VA | 1,865 | $125.6M | $1.1M |
| 10 | SMOOT CORPORATION THE SMOOT CORPORATION SALARIED EMPLOYEES 401(K) PLAN AND TRUST | COLUMBUS OH | 77 | $24.5M | $981K |
