Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 74 U.S. retirement plans report holding Fidelity Puritan Fund Mutual fund - in their Schedule of Assets, totaling $282.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FAIR ISAAC CORPORATION FAIR ISAAC 401(K) PLAN | NOVATO CA | 1,364 | $821.6M | $47.4M |
| 2 | NORTON ROSE FULBRIGHT US LLP NORTON ROSE FULBRIGHT US L.L.P. 401(K) AND PROFIT SHARING PLAN | HOUSTON TX | 1,876 | $1.1B | $37.9M |
| 3 | MACMILLAN HOLDINGS, LLC MACMILLAN RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 1,966 |
| $592.5M |
| $25.9M |
| 4 | MANNKIND CORPORATION MANNKIND CORPORATION 401(K) PLAN | WEST VILLAGE CA | 504 | $73.3M | $18.7M |
| 5 | NAES CORPORATION NAES CORPORATION RETIREMENT & 401(K) PLAN | ISSAQUAH WA | 2,201 | $643.7M | $18.0M |
| 6 | PALO ALTO NETWORKS, INC. PALO ALTO NETWORKS, INC. 401(K) PLAN | SANTA CLARA CA | 8,804 | $1.3B | $17.5M |
| 7 | ANRITSU COMPANY ANRITSU COMPANY SALARY DEFERRAL PLAN | MORGAN HILL CA | 464 | $288.7M | $13.0M |
| 8 | PROMEGA CORPORATION PROMEGA SALARY DEFERRAL PROFIT SHARING PLAN | MADISON WI | 1,521 | $418.4M | $10.9M |
| 9 | DEACONESS HEALTH SYSTEM, INC. DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN | EVANSVILLE IN | 12,133 | $854.6M | $10.5M |
| 10 | THE SWAN GROUP, LLC THE SWAN GROUP RETIREMENT PLAN | RANDOLPH MA | 335 | $124.3M | $9.1M |