Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Puritan K Fund Mutual fund - in their Schedule of Assets, totaling $25.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRACEWELL LLP BRACEWELL LLP 401(K) PLAN A | HOUSTON TX | 412 | $258.0M | $19.1M |
| 2 | BRACEWELL LLP BRACEWELL LLP 401(K) PLAN B | HOUSTON TX | 169 | $93.3M | $5.1M |
| 3 | MID-AMERICA CONVERSION SERVICES, LLC DUF6 401(K) DEFINED CONTRIBUTION PLAN |
LEXINGTON KY |
| 467 |
| $101.6M |
| $1.3M |