Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity Puritan Fund—Class K in their Schedule of Assets, totaling $5.5M 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 | NISSHA USA, INC. NISSHA AMERICAS 401(K) PLAN | BUFFALO NY | 1,341 | $97.0M | $1.9M |
| 2 | HIROTEC AMERICA, INC. HIROTEC AMERICA, INC. 401(K) PLAN | AUBURN HILLS MI | 608 | $67.9M | $1.6M |
| 3 | PROJECT MANAGEMENT INSTITUTE, INC. PROJECT MANAGEMENT INSTITUTE EMPLOYEE SAVINGS PLAN |
NEWTOWN SQUARE PA |
| 572 |
| $101.4M |
| $1.6M |
| 4 | LBA REALTY, LLC LBA REALTY 401(K) PLAN | IRVINE CA | 252 | $56.6M | $556K |
