Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fid Dividend Gr Mutual Fund in their Schedule of Assets, totaling $2.7M 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 | NORTHEAST COMMUNITY BANK NORTHEAST COMMUNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | WHITE PLAINS NY | 144 | $19.1M | $977K |
| 2 | JIM BASS FORD, INC. JIM BASS FORD, INC. 401(K) PLAN | SAN ANGELO TX | 158 | $12.1M | $456K |
| 3 | RISKSPAN, INC. RISKSPAN, INC. 401(K) PLAN |
ARLINGTON VA |
| 80 |
| $16.7M |
| $448K |
| 4 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $353K |
| 5 | MIDOCEAN US ADVISOR LP MIDOCEAN US ADVISOR LP 401K PLAN | NEW YORK NY | 90 | $44.5M | $307K |
| 6 | SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 156 | $51.1M | $140K |
