Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Puritan in their Schedule of Assets, totaling $4.6M 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 | R.B. PAMPLIN CORPORATION R.B. PAMPLIN CORPORATION AND SUBSIDIARIES SAVINGS PLAN AND TRUST | PORTLAND OR | 760 | $51.4M | $2.5M |
| 2 | NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC. NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC 401(K) PLAN | GREENSBORO NC | 141 | $6.2M | $1.5M |
| 3 | RYNONE MANUFACTURING CORPORATION |
SAYRE PA |
| 127 |
| $4.0M |
| $267K |
| 4 | HHG COMPANIES, INC. HHG COMPANIES, INC. 401(K) PROFIT SHARING PLAN | IRVING TX | 990 | $7.5M | $114K |
| 5 | LIFESOUTH COMMUNITY BLOOD CENTERS, INC. LIFESOUTH 403(B) PLAN | GAINESVILLE FL | 1,046 | $12.0M | $83K |
| 6 | HTI CYBERNETICS HTI CYBERNETICS, INC. 401(K) PLAN | STERLING HEIGHTS MI | 155 | $6.3M | $72K |
| 7 | JONES DAY JONES DAY RETIREMENT PLAN | CLEVELAND OH | 916 | $1.6B | $35K |
| 8 | BOARD OF TRUSTEES- ROOFERS LOCAL NO. 9 SUPPLEMENTAL RETIREMENT PLAN ROOFERS LOCAL NO.9 SUPPLEMENTAL RETIREMENT PLAN | EAST HARTFORD CT | 298 | $12.3M | $34K |
| 9 | AMHERST COLLEGE TRUSTEES AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | AMHERST MA | 1,907 | $578.9M | $19K |
| 10 | JONES DAY JONES DAY SUPPLEMENTAL SAVINGS PLAN | CLEVELAND OH | 2,227 | $506.6M | $11K |
