Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Puritan Fund Class K N/R in their Schedule of Assets, totaling $6.3M 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 | SERVICE EXPERTS LLC SERVICE EXPERTS LLC 401(K) PLAN | RICHARDSON TX | 3,811 | $151.8M | $3.4M |
| 2 | SUMMIT ELECTRIC SUPPLY CO., INC. SUMMIT ELECTRIC SUPPLY CO. 401K PLAN | ALBUQUERQUE NM | 719 | $94.5M | $2.7M |
| 3 | MODE TRANSPORTATION, LLC MODE TRANSPORTATION 401(K) PLAN |
DALLAS TX |
| 634 |
| $35.3M |
| $271K |
