Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Disciplined Equity Mutual fund in their Schedule of Assets, totaling $529K 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 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $345K |
| 2 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $119K |
| 3 | THE CARROLL SCHOOL |
LINCOLN MA |
| 225 |
| $34.9M |
| $50K |
| 4 | WORK, INC. WORK, INC. 403(B) PLAN | DORCHESTER MA | 445 | $7.7M | $16K |
