Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Puritan Mutual funds in their Schedule of Assets, totaling $8.4M 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 | BROADSTREET PARTNERS, INC. BROADSTREET 401(K) PLAN | COLUMBUS OH | 5,101 | $513.6M | $8.4M |
| 2 | CRISPIN, PORTER+ BOGUSKY, LLC CRISPIN, PORTER+ BOGUSKY LLC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 0 | $0 | $36K |
| 3 | BRAND INSTITUTE INC BRAND INSTITUTE INC 401(K) PROFIT SHARING PLAN & TRUST |
MIAMI FL |
| 95 |
| $16.9M |
| $9K |
