Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FID EQUITY INCOME K6 Mutual fund in their Schedule of Assets, totaling $3.2M 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 | GENMAB US, INC. GENMAB US, INC. 401(K) PLAN | PRINCETON NJ | 1,067 | $137.3M | $2.7M |
| 2 | VANCREST MANAGEMENT CORP. VANCREST HEALTH CARE CENTER 401(K) PLAN | VAN WERT OH | 1,799 | $20.6M | $206K |
| 3 | WOODHAVEN LUMBER & MILLWORK, INC. WOODHAVEN LUMBER & MILLWORK, INC. 401(K) PROFIT SHARING PLAN |
LAKEWOOD NJ |
| 312 |
| $21.1M |
| $86K |
| 4 | NATIONAL PROPERTY MANAGEMENT ASSOCIATES, INC. NATIONAL PROPERTY MANAGEMENT ASSOCIATES INC. 401(K) PROFIT SHARING PLAN AND TRUST | ORCHARD PARK NY | 427 | $4.1M | $72K |
| 5 | SELF HELP MOVEMENT INC. SELF HELP MOVEMENT INC. 401(K) PLAN | PHILADELPHIA PA | 109 | $3.9M | $67K |
| 6 | MORINAGA NUTRITIONAL FOODS, INC. MNF GROUP 401K PLAN | TORRANCE CA | 218 | $10.9M | $3K |
