Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 73 U.S. retirement plans report holding Fidelity* Puritan Fund in their Schedule of Assets, totaling $185.8M 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 | RED HAT, INC. RED HAT, INC. 401(K) AND PROFIT SHARING PLAN | RALEIGH NC | 7,529 | $1.9B | $30.7M |
| 2 | TESTING HOLDINGS USA, INC. ITS USA RETIREMENT SAVINGS PLAN | THE WOODLANDS TX | 6,346 | $811.3M | $29.5M |
| 3 | HOUGHTON MIFFLIN HARCOURT PUBLISHING COMPANY HOUGHTON MIFFLIN 401(K) SAVINGS PLAN |
BOSTON MA |
| 2,768 |
| $644.2M |
| $27.0M |
| 4 | ISUZU NORTH AMERICA CORPORATION ISUZU COMPANIES' SAVINGS PLAN | ANAHEIM CA | 576 | $145.1M | $10.5M |
| 5 | EMONEY ADVISOR, LLC EMONEY ADVISOR, LLC 401(K) PLAN | RADNOR PA | 626 | $100.3M | $6.2M |
| 6 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION MITSUBISHI UFJ TRUST AND BANKING CORPORATION RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 249 | $87.9M | $5.3M |
| 7 | SMART MODULAR TECHNOLOGIES, INC. SMART MODULAR TECHNOLOGIES 401(K) RETIREMENT SAVINGS PLAN | NEWARK CA | 889 | $217.5M | $4.5M |
| 8 | CHILDRENS HOSPITAL PEDIATRIC ASSOCIATES, INC. CHILDREN'S HOSPITAL PEDIATRIC ASSOCIATES, INC. 401K PROFIT SHARING PLAN | BOSTON MA | 581 | $490.4M | $4.3M |
| 9 | HUBBARD BROADCASTING, INC. HBI 401(K) RETIREMENT SAVINGS PLAN | ST. PAUL MN | 1,712 | $383.9M | $4.3M |
| 10 | KALSEC, INC. KALSEC, INC. EMPLOYEES' PROFIT SHARING PLAN | KALAMAZOO MI | 337 | $96.5M | $4.3M |
