Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Puritan K6 Mutual fund in their Schedule of Assets, totaling $19.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARL ZEISS, INC. CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN | WHITE PLAINS NY | 1,500 | $360.6M | $17.5M |
| 2 | APPS ASSOCIATES LLC APPS ASSOCIATES LLC 401(K) PLAN | ACTON MA | 320 | $57.7M | $1.3M |
| 3 | BUCKNER INTERNATIONAL BUCKNER INT'L 403B RETIREMENT SAVINGS PLAN |
DALLAS TX |
| 2,056 |
| $60.8M |
| $1.1M |
