Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Convertible Securities Fund " in their Schedule of Assets, totaling $3.0M 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 | THE BELDEN BRICK COMPANY, LLC BELDEN BRICK CO. PENSION PLAN | CANTON OH | 164 | $43.0M | $2.0M |
| 2 | BETTS INDUSTRIES, INC. BETTS INDUSTRIES, INC. 401(K) PLAN | WARREN PA | 296 | $48.9M | $661K |
| 3 | KINGSWAY AMERICA INC. KINGSWAY AMERICA INC. 401(K) RETIREMENT SAVINGS PLAN |
CHICAGO IL |
| 381 |
| $42.5M |
| $218K |
| 4 | HILLSDALE COLLEGE HILLSDALE COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | HILLSDALE MI | 836 | $205.4M | $72K |
| 5 | CFG BANK CFG BANK 401(K) PROFIT SHARING PLAN AND TRUST | BALTIMORE MD | 299 | $29.4M | $46K |
| 6 | EMERSON COLLEGE EMERSON COLLEGE TAX DEFERRED ANNUITY PLAN | BOSTON MA | 638 | $242.4M | $25K |
| 7 | BRYANT UNIVERSITY BRYANT UNIVERSITY 403(B) RETIREMENT PLAN | SMITHFIELD RI | 992 | $318.2M | $18K |
| 8 | HARVARD MANAGEMENT COMPANY INC. THE HARVARD MANAGEMENT COMPANY 403(B) TAX-DEFERRED ANNUITY PLAN | BOSTON MA | 112 | $58.1M | $17K |
