Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FID EQ DIV INCOME in their Schedule of Assets, totaling $2.1M 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 | FUTURE TECH ENTERPRISE, INC. FUTURE TECH RETIREMENT FUND | HOLBROOK NY | 217 | $21.4M | $1.5M |
| 2 | RELIANCE RELOCATION SERVICES INC RELIANCE RELOCATION SERVICES INC 401(K) PLAN | CHICAGO IL | 86 | $17.7M | $438K |
| 3 | HAGAR RESTAURANT EQUIPMENT SERVICE, INC. HAGAR RESTAURANT EQUIPMENT SERVICE, INC. 401(K) PLAN |
OKLAHOMA CITY OK |
| 177 |
| $14.2M |
| $118K |
| 4 | HAMILTON COLLEGE HAMILTON COLLEGE 403(B) RETIREMENT PLAN | CLINTON NY | 772 | $351.8M | $34K |
| 5 | MONMOUTH UNIVERSITY, INC. MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WEST LONG BRANCH NJ | 966 | $359.0M | $20K |
| 6 | THE INSTITUTE FOR APPLIED NETWORK SECURITY THE INSTITUTE FOR APPLIED NETWORK SECURITY 401(K) PLAN | BOSTON MA | 200 | $14.6M | $13K |
| 7 | THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B). THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B) | ALBUQUERQUE NM | 107 | $18.1M | $4K |
