Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Puritan K6 in their Schedule of Assets, totaling $6.9M 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 | LOS ANGELES TRUCK CENTERS, LLC LOS ANGELES TRUCK CENTERS, LLC 401(K) PLAN | WHITTIER CA | 2,776 | $139.4M | $4.2M |
| 2 | DUDEK & BOCK SPRING MFG DUDEK & BOCK 401(K) TAX DEFERRED SAVINGS PLAN | CHICAGO IL | 157 | $17.1M | $892K |
| 3 | PRESIDIO COMPONENTS, INC. |
SAN DIEGO CA |
| 232 |
| $44.8M |
| $778K |
| 4 | HARVARD MANAGEMENT COMPANY INC. HARVARD MANAGEMENT COMPANY INC. PENSION PLAN | BOSTON MA | 102 | $58.2M | $444K |
| 5 | BAXTER CREDIT UNION (DBA BCU) BCU U.S. RETIREMENT SAVINGS PLAN | VERNON HILLS IL | 624 | $33.5M | $366K |
| 6 | CORTEC LLC CORTEC 401(K) PLAN | HOUMA LA | 215 | $25.2M | $148K |
| 7 | CO-OPPORTUNITY CONSUMERS' CO-OP, INC. CO-OPPORTUNITY 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 65 | $4.3M | $72K |
