Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FID EQUITY INCOME K6 Registered Investment Company 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CODEXIS, INC. CODEXIS, INC. 401(K) PLAN | REDWOOD CITY CA | 193 | $56.1M | $1.4M |
| 2 | PAVILION PAYMENTS PAVILION PAYMENTS 401(K) PLAN | LAS VEGAS NV | 194 | $12.0M | $408K |
| 3 | FRIEDMAN INDUSTRIED, INCORPORATED FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN |
LONGVIEW TX |
| 240 |
| $11.9M |
| $125K |
| 4 | TALENTBURST, INC. TALENTBURST, INC. 401K PLAN | NATICK MA | 1,778 | $12.5M | $80K |
