Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Fidelity Advisor® Equity Income Z in their Schedule of Assets, totaling $8.8M 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 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $5.6M |
| 2 | THUMB BANK AND TRUST THUMB BANK AND TRUST PROFIT SHARING PLAN | PIGEON MI | 117 | $14.1M | $507K |
| 3 | NORTHWEST JUSTICE PROJECT |
SEATTLE WA |
| 345 |
| $52.7M |
| $411K |
| 4 | HOSPICE OF NORTHWEST OHIO 403(B) THRIFT PLAN FOR EMPLOYEES OF HOSPICE OF NORTHWEST OHIO | PERRYSBURG OH | 219 | $24.6M | $366K |
| 5 | CAYUGA HOME FOR CHILDREN DBA C SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAYUGA HOME FOR CHILDREN DBA CAYUGA CENTERS | AUBURN NY | 1,031 | $21.2M | $250K |
| 6 | SANTA CATALINA ISLAND CONSERVANCY 403(B) THRIFT PLAN OF SANTA CATALINA ISLAND CONSERVANCY | AVALON CA | 110 | $13.8M | $159K |
| 7 | THE SENIOR ALLIANCE AREA AGENC 403(B) THRIFT PLAN FOR EMPLOYEES OF THE SENIOR ALLIANCE AREA AGENCY ON AGING 1-C | DEARBORN MI | 92 | $10.7M | $132K |
| 8 | INDIAN HEALTH BOARD OF MINNEAPOLIS SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF INDIAN HEALTH BOARD OF MINNEAPOLIS | MINNEAPOLIS MN | 109 | $10.1M | $125K |
| 9 | JEWISH FAMILY SERVICE OF ATLANTIC COUNTY, INC. TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY | MARGATE CITY NJ | 217 | $10.0M | $113K |
| 10 | WAVERLY SENIOR SERVICES TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 357 | $9.0M | $100K |
