Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Puritan K Mutual fund - in their Schedule of Assets, totaling $21.2M 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 | THE F.A. BARTLETT TREE EXPERT CO. BARTLETT TREE 401(K) PLAN | STAMFORD CT | 2,907 | $201.4M | $6.3M |
| 2 | THE RICHARDS GROUP, INC. TRG 401(K) AND PROFIT SHARING PLAN | DALLAS TX | 219 | $187.9M | $5.1M |
| 3 | THE MONTEREY BAY AQUARIUM FOUNDATION THE MONTEREY BAY AQUARIUM RETIREMENT PLAN |
MONTEREY CA |
| 582 |
| $104.6M |
| $4.0M |
| 4 | THE HAARTZ CORPORATION THE HAARTZ CORPORATION 401(K) AND PROFIT SHARING PLAN | ACTON MA | 454 | $120.2M | $3.2M |
| 5 | TROY BELTING AND SUPPLY COMPANY TROY BELTING AND SUPPLY COMPANY 401(K) AND PROFIT SHARING PLAN | WATERVLIET NY | 108 | $19.3M | $845K |
| 6 | JAFRA COSMETICS INTERNATIONAL, INC. JAFRA COSMETICS INTERNATIONAL 401(K) SAVINGS PLAN | THOUSAND OAKS CA | 92 | $29.0M | $717K |
| 7 | MODUSPEC LLC MODUSPEC LLC 401(K) PLAN | HOUSTON TX | 87 | $27.4M | $518K |
| 8 | RIVERSIDE ASSESSMENTS, LLC RIVERSIDE RETIREMENT SAVINGS PLAN | ITASCA IL | 359 | $30.5M | $447K |
