Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Puritan K Registered Investment Company in their Schedule of Assets, totaling $128.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SQUIRE PATTON BOGGS (US) LLP SQUIRE PATTON BOGGS RETIREMENT SAVINGS PLAN | CLEVELAND OH | 1,123 | $868.6M | $128.6M |
