Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding s * Fidelity Investments Puritan in their Schedule of Assets, totaling $465K 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 | VALLEY HOPE ASSOCIATION VALLEY HOPE 401(K) RETIREMENT PLAN | NORTON KS | 698 | $24.0M | $465K |
