Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Puritan K Fund " in their Schedule of Assets, totaling $91.2M 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 | UNITED PARCEL SERVICE COMPANY UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN | LOUISVILLE KY | 1,993 | $2.5B | $36.6M |
| 2 | AMERICAN CHEMICAL SOCIETY AMERICAN CHEMICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 1,848 | $371.1M | $21.5M |
| 3 | AMERICAN CHEMICAL SOCIETY |
WASHINGTON DC |
| 1,852 |
| $404.7M |
| $20.3M |
| 4 | EG RETAIL (AMERICA) LLC EG AMERICA EMPLOYEE SAVINGS PLAN | WESTBOROUGH MA | 16,690 | $337.9M | $7.7M |
| 5 | WEST FRASER, INC. WEST FRASER, INC. 401(K) PLAN | GERMANTOWN TN | 3,138 | $322.2M | $4.6M |
| 6 | SUMARIA SYSTEMS, LLC SUMARIA SYSTEMS, LLC 401(K) PROFIT SHARING PLAN | PEABODY MA | 408 | $41.1M | $449K |
