Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fidelity Puritan Fund in their Schedule of Assets, totaling $23.7M 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 | CHILDRENS HOSPITAL PEDIATRIC ASSOCIATES, INC. CHILDREN'S HOSPITAL PEDIATRIC ASSOCIATES, INC. 401K PROFIT SHARING PLAN | BOSTON MA | 581 | $490.4M | $4.3M |
| 2 | HUBBARD BROADCASTING, INC. HBI 401(K) RETIREMENT SAVINGS PLAN | ST. PAUL MN | 1,712 | $383.9M | $4.3M |
| 3 | KALSEC, INC. |
KALAMAZOO MI |
| 337 |
| $96.5M |
| $4.3M |
| 4 | TAE TECHNOLOGIES, INC. TAE TECHNOLOGIES, INC. 401(K) PLAN | FOOTHILL RANCH CA | 310 | $68.0M | $3.6M |
| 5 | HANCHETT PAPER COMPANY SHORR PACKAGING CORP. EMPLOYEES PROFIT SHARING & 401K PLAN | AURORA IL | 575 | $66.7M | $2.5M |
| 6 | CHILDRENS HOSPITAL PEDIATRIC ASSOCIATES, INC. CHILDREN'S HOSPITAL PEDIATRIC ASSOCIATES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 581 | $139.1M | $1.2M |
| 7 | TRANSACT TECHNOLOGIES INC. TRANSACT TECHNOLOGIES INCORPORATED RETIREMENT SAVINGS PLAN | HAMDEN CT | 101 | $25.0M | $1.2M |
| 8 | BUCHER HYDRAULICS, INC. BUCHER HYDRAULICS, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | GRAND RAPIDS MI | 468 | $53.9M | $963K |
| 9 | ITEN INDUSTRIES, INC. ITEN INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ASHTABULA OH | 130 | $12.7M | $291K |
| 10 | WILHELMSEN SHIPS SERVICE WILHELMSEN SHIPS SERVICE PENSION PLAN | PASADENA TX | 129 | $23.6M | $267K |
