Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity Puritan K6 in their Schedule of Assets, totaling $2.2M 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 | VECTOR NORTH AMERICA, INC. VECTOR NORTH AMERICA, INC. 401(K) PLAN | NOVI MI | 156 | $60.6M | $1.7M |
| 2 | CORIUM, LLC CORIUM, LLC 401(K) PLAN | CAMBRIDGE MA | 109 | $31.0M | $214K |
| 3 | FOGELMAN PROPERTIES FOGELMAN PROPERTIES 401(K) PLAN |
| 611 |
| $23.0M |
| $124K |
| 4 | TROY GROUP, INC. TROY GROUP, INC. 401(K) SAVINGS AND INVESTMENT PLAN | WHEELING WV | 114 | $15.4M | $113K |
