Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Puritan K6 Fund Mutual fund in their Schedule of Assets, totaling $2.2M 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 | SAKURA FINETEK USA, INC. SAKURA FINETEK USA, INC. 401(K) RETIREMENT SAVINGS PLAN | TORRANCE CA | 238 | $46.3M | $1.7M |
| 2 | CIMINELLI REAL ESTATE CORPORATION CIMINELLI REAL ESTATE CORPORATION 401(K) PLAN | BUFFALO NY | 205 | $24.0M | $363K |
| 3 | SAMUELS & ASSOCIATES MANAGEMENT LLC |
BOSTON MA |
| 138 |
| $14.9M |
| $205K |
