Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Fidelity – Puritan in their Schedule of Assets, totaling $20.6M 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 | VANTAGE CREDIT UNION VANTAGE CREDIT UNION 401K PROFIT SHARING PLAN AND TRUST | ST. CHARLES MO | 252 | $25.2M | $3.2M |
| 2 | ALLIANCE LAUNDRY SYSTEMS, LLC ALLIANCE LAUNDRY SYSTEMS CAPITAL APPRECIATION PLAN | RIPON WI | 2,657 | $204.0M | $3.1M |
| 3 | R.B. PAMPLIN CORPORATION |
PORTLAND OR |
| 760 |
| $51.4M |
| $2.5M |
| 4 | AMERIQUAL GROUP, LLC AMERIQUAL 401(K) PLAN | EVANSVILLE IN | 894 | $51.0M | $2.1M |
| 5 | NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC. NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC 401(K) PLAN | GREENSBORO NC | 141 | $6.2M | $1.5M |
| 6 | THE BISHOP'S SCHOOL THE BISHOP'S SCHOOL 403(B) PLAN | LA JOLLA CA | 270 | $79.1M | $944K |
| 7 | PASHMAN & STEIN, PC PASHMAN STEIN 401(K) PLAN | HACKENSACK NJ | 102 | $22.5M | $815K |
| 8 | WEST CENTRAL GASTROENTEROLOGY, LLP GASTRO FLORIDA 401(K)PLAN | ST. PETERSBURG FL | 183 | $30.1M | $766K |
| 9 | THE POPULATION COUNCIL, INC. RETIREMENT PLAN FOR EMPLOYEES OF THE POPULATION COUNCIL, INC. | NEW YORK NY | 208 | $232.7M | $679K |
| 10 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $624K |
