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® Registered Investment Company in their Schedule of Assets, totaling $3.3M 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 | LLOYD'S REGISTER AMERICAS, INC LLOYD'S REGISTER 401(K) PLAN | HOUSTON TX | 114 | $47.4M | $2.0M |
| 2 | SELECTRANSPORTATION RESOURCES, L.L.C. SELECTRANSPORTATION RESOURCES, L.L.C. RETIREMENT SAVINGS PLAN | HOUSTON TX | 540 | $45.2M | $1.1M |
| 3 | LLOYD'S REGISTER QUALITY ASSURANCE, INC. |
HOUSTON TX |
| 98 |
| $19.6M |
| $273K |
