Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Puritan K6 Fund N/R in their Schedule of Assets, totaling $28.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BILLINGS CLINIC BILLINGS CLINIC 403B PLAN | BILLINGS MT | 4,247 | $594.8M | $27.3M |
| 2 | KINGLAND SYSTEMS, LLC KINGLAND SYSTEMS, LLC 401(K) PLAN | CLEAR LAKE IA | 160 | $32.0M | $914K |
| 3 | FOX HILL VILLAGE HOMEOWNERS CORPORATION FOX HILL VILLAGE 401(K) PLAN |
WESTWOOD MA |
| 262 |
| $12.8M |
| $168K |
