Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fidelity Puritan Fund Class K6 in their Schedule of Assets, totaling $3.1M 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 | HOOPER, LUNDY & BOOKMAN, P.C. HOOPER, LUNDY & BOOKMAN, INC. 401(K) PLAN | LOS ANGELES CA | 95 | $55.0M | $3.1M |
