Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Puritan Fund N/R in their Schedule of Assets, totaling $2.2M 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 | CYBERARK SOFTWARE, INC. CYBERARK SOFTWARE, INC. 401K PLAN | NEWTON MA | 1,082 | $186.1M | $1.4M |
| 2 | SOPHOS, INC SOPHOS, INC 401(K) SAVINGS PLAN | BURLINGTON MA | 733 | $157.7M | $861K |
| 3 | WARC LLC C/O INFORMA PLC WARC LLC 401K PLAN | NEW YORK |
| 1 |
| $1.3M |
| $22K |
