Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor Equity Income in their Schedule of Assets, totaling $103K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ERNEST MAIER, INC. ERNEST MAIER, INC. 401(K) PLAN | BLADENSBURG MD | 318 | $8.7M | $73K |
| 2 | KONA ICE, INC KONA ICE, INC. 401(K) PSP RETIREMENT PLAN | FLORENCE KY | 132 | $4.4M | $26K |
| 3 | RJL INC DOUGHBOY RESTAURANT GROUP RETIREMENT PLAN |
| 146 |
| $456K |
| $4K |
