Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Puritan Fund Mutual fund in their Schedule of Assets, totaling $4.0M 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 | THE COOPER GROUP, INC. THE RETIREMENT PLAN FOR EMPLOYEES OF THE COOPER GROUP, INC. AND PARTICIPATING AFFILIATES | MOBILE AL | 926 | $101.6M | $3.5M |
| 2 | HIGH-PURITY SILICON AMERICA CORPORATION HIGH-PURITY SILICON AMERICA CORPORATION SAVINGS AND INVESTMENT PLAN | THEODORE AL | 146 | $59.5M | $516K |