Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Puritan Fund K in their Schedule of Assets, totaling $138.1M 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 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION SAVINGS PLAN FOR EMPLOYEES OF NTCA AND ITS MEMBERS | ARLINGTON VA | 23,584 | $3.4B | $82.2M |
| 2 | YAMAHA MOTOR MANUFACTURING CORPORATION YAMAHA RETIREMENT AND INVESTMENT PLAN | NEWNAN GA | 1,869 | $158.1M | $45.5M |
| 3 | THE PAPE' GROUP, INC. |
EUGENE OR |
| 4,462 |
| $441.8M |
| $10.3M |
