Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding FIDELITY ADV EQUITY INCOME - M in their Schedule of Assets, totaling $6.2M 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 | SHIPCO TRANSPORT INC SHIPCO TRANSPORT INC'S 401(K) PLAN | HOBOKEN NJ | 496 | $39.2M | $1.3M |
| 3 | MOSS SUPPLY COMPANY, INC. MOSS SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN |
CHARLOTTE NC |
| 69 |
| $2.7M |
| $826K |
| 4 | SAC, INC. SAC, INC. 401K PLAN | BEDFORD PA | 149 | $9.2M | $584K |
| 5 | S FL AUTO AUCTION/FT LAUDERDALE SOUTH FLORIDA AUTO AUCTION 401K PLAN | LONGWOOD FL | 174 | $3.6M | $504K |
| 6 | BISCOMERICA CORPORATION BISCOMERICA 401(K) SAVINGS PLAN | RIALTO CA | 193 | $11.3M | $386K |
| 7 | DELEET MERCHANDISING CORP. PRINTERS' SERVICE AND AFFILIATED COMPANIES 401(K) RETIREMENT PLAN | NEWARK NJ | 145 | $17.1M | $238K |
| 8 | MAGNA ASSOCIATES, INC. MAGNA ASSOCIATES, INC. 401(K) PLAN | BOCA RATON FL | 72 | $4.9M | $181K |
| 9 | AARON THOMAS COMPANY, INC. AARON THOMAS COMPANY, INC. 401(K) PLAN | GARDEN GROVE CA | 2,191 | $7.9M | $163K |
| 10 | DAILY INSTRUMENTS CORP. DAILY INSTRUMENTS 401(K) PLAN | HOUSTON TX | 261 | $18.2M | $108K |
