Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Funds Fidelity Puritan K - in their Schedule of Assets, totaling $7.8M 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 | CHAPMAN UNIVERSITY CHAPMAN UNIVERSITY TAX DEFERRED ANNUITY (TDA) RETIREMENT PLAN | ORANGE CA | 1,909 | $303.9M | $4.2M |
| 2 | CHAPMAN UNIVERSITY CHAPMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ORANGE CA | 1,909 | $269.1M | $3.6M |
