Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fidelity Fidelity Puritan Fund - in their Schedule of Assets, totaling $53.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ASSA ABLOY INCORPORATED ASSA ABLOY INC. RETIREMENT SAVINGS PLAN | NEW HAVEN CT | 14,342 | $1.3B | $36.7M |
| 2 | HARVEST SHERWOOD FOOD DISTRIBUTORS, INC HARVEST SHERWOOD FOOD DISTRIBUTORS EMPLOYEE 401(K) PLAN | NATIONAL CITY CA | 1,099 | $69.8M | $2.4M |
| 3 | THE ANDERSON CLINIC, LLC |
ARLINGTON VA |
| 181 |
| $30.9M |
| $2.2M |
| 4 | HARVEST SHERWOOD FOOD DISTRIBUTORS, INC HARVEST SHERWOOD FOOD DISTRIBUTORS EMPLOYEE 401(K) PLAN | NATIONAL CITY CA | 1,206 | $87.8M | $2.1M |
| 5 | ELECTRONIC WARFARE ASSOCIATES, INC. ELECTRONIC WARFARE ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN | HERNDON VA | 771 | $70.7M | $2.0M |
| 6 | KEWAUNEE SCIENTIFIC CORP. 401(K) INCENTIVE SAVINGS PLAN FOR SALARIED AND HOURLY EMPLOYEES OF KEWAUNEE SCIENTIFIC CORPORATION | STATESVILLE NC | 524 | $50.8M | $1.2M |
| 7 | SOUTHWESTERN PA HUMAN SERVICES, INC. SOUTHWESTERN PA HUMAN SERVICES, INC. PENSION PLAN | CHARLEROI PA | 504 | $22.7M | $1.1M |
| 8 | ANTHONY & SYLVAN POOLS CORPORATION ANTHONY & SYLVAN POOLS 401(K) PLAN | WARMINSTER PA | 414 | $35.5M | $799K |
| 9 | GOODWILL INDUSTRIES OF GREATER GRAND RAPIDS, INC. GOODWILL INDUSTRIES 401(K) & PROFIT SHARING PLAN | GRANDVILLE MI | 705 | $8.4M | $798K |
| 10 | UTILITY SUPPLY AND CONSTRUCTION COMPANY UTILITY SUPPLY AND CONSTRUCTION COMPANY SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | REED CITY MI | 379 | $41.7M | $768K |
