Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding FIDELITY ADV EQUITY INCOME - M in their Schedule of Assets, totaling $4.8M 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 | GLOBAL ASSOCIATION OF RISK PROFE GLOBAL ASSOCIATION OF RISK PROFESSIONALS INC. 401(K) PLAN | JERSEY CITY NJ | 79 | $19.4M | $1.6M |
| 2 | MOSS SUPPLY COMPANY, INC. MOSS SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 69 | $2.7M | $826K |
| 3 | SAC, INC. SAC, INC. 401K PLAN |
BEDFORD PA |
| 149 |
| $9.2M |
| $584K |
| 4 | PROTECH POWDER COATING, INC. PROTECH POWDER 401K PLAN | — | 208 | $9.8M | $540K |
| 5 | BISCOMERICA CORPORATION BISCOMERICA 401(K) SAVINGS PLAN | RIALTO CA | 193 | $11.3M | $386K |
| 6 | DELEET MERCHANDISING CORP. PRINTERS' SERVICE AND AFFILIATED COMPANIES 401(K) RETIREMENT PLAN | NEWARK NJ | 145 | $17.1M | $238K |
| 7 | AARON THOMAS COMPANY, INC. AARON THOMAS COMPANY, INC. 401(K) PLAN | GARDEN GROVE CA | 2,191 | $7.9M | $163K |
| 8 | DAILY INSTRUMENTS CORP. DAILY INSTRUMENTS 401(K) PLAN | HOUSTON TX | 261 | $18.2M | $108K |
| 9 | PRINCETON HOLDINGS, LLC PRINCETON HOLDINGS 401K PLAN | NATHROP CO | 119 | $6.1M | $89K |
| 10 | FAGIOLI PSC USA INC FAGIOLI PSC USA INC 401(K) PLAN | MANVEL TX | 75 | $4.9M | $86K |
