Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Fidelity Puritan Fund K - in their Schedule of Assets, totaling $37.8M 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 | APACHE CORPORATION APACHE CORPORATION 401(K) SAVINGS PLAN | HOUSTON TX | 1,563 | $715.3M | $16.7M |
| 2 | AMERICAN AUTOMOBILE ASSOC., INC. THE AAA THRIFT / SAVINGS PLAN | HEATHROW FL | 469 | $225.3M | $9.0M |
| 3 | APACHE CORPORATION APACHE CORPORATION MONEY PURCHASE RETIREMENT PLAN |
HOUSTON TX |
| 1,583 |
| $271.3M |
| $8.2M |
| 4 | OHIO VALLEY ELECTRIC CORPORATION SUPPLEMENTAL PENSION & SAVINGS PLAN FOR EES OF OHIO VALLEY ELECTRIC CORP AND INDIANA-KENTUCKY ELECTRIC CORP | PIKETON OH | 539 | $150.0M | $2.8M |
| 5 | TASK FORCE TIPS, LLC TASK FORCE TIPS, LLC 401(K) & PROFIT SHARING PLAN | VALPARAISO IN | 228 | $33.0M | $1.1M |
