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 Fund in their Schedule of Assets, totaling $597K 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 | EASTEX CRUDE COMPANY EASTEX CRUDE COMPANY 401(K) PROFIT SHARING PLAN | LEESBURG TX | 257 | $27.6M | $403K |
| 2 | H3 MANUFACTURING GROUP, LLC H3 MANUFACTURING GROUP, LLC 401(K) SAVINGS PLAN | SCHAUMBURG IL | 161 | $7.2M | $108K |
| 3 | C.R.H. CATERING CO., INC. |
DUNBAR PA |
| 194 |
| $4.1M |
| $86K |