Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity® Puritan® K6 Fund in their Schedule of Assets, totaling $9.7M 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 | RED GOLD, INC. RED GOLD, INC. 401(K) PROFIT SHARING PLAN | ELWOOD IN | 1,502 | $162.4M | $6.7M |
| 2 | PROS, INC. PROS, INC. 401(K) PLAN | HOUSTON TX | 732 | $218.6M | $3.0M |
