Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Puritan K Fund in their Schedule of Assets, totaling $19.4M 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 | GREAT RIVER ENERGY GREAT RIVER ENERGY 401(K) RETIREMENT PLAN | MAPLE GROVE MN | 665 | $458.0M | $17.8M |
| 2 | THE MORTGAGE FIRM, INC. THE MORTGAGE FIRM, INC. 401(K) PLAN | ALTAMONTE SPRINGS FL | 327 | $31.2M | $906K |
| 3 | TRUMP PAYROLL CORP. TRUMP PAYROLL CORP. 401(K) / PROFIT SHARING PLAN |
NEW YORK NY |
| 1,173 |
| $75.0M |
| $750K |
