Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Equity Dividend Income Fund " in their Schedule of Assets, totaling $4.1M 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 | KALSEC, INC. KALSEC, INC. EMPLOYEES' PROFIT SHARING PLAN | KALAMAZOO MI | 337 | $96.5M | $2.5M |
| 2 | ELBIT SYSTEMS OF AMERICA, LLC ELBIT SYSTEMS OF AMERICA CONSOLIDATED 401(K) SAVINGS PLAN | FORT WORTH TX | 3,219 | $465.6M | $390K |
| 3 | NWR SERVICES, LLC NORTHWOOD RAVIN 401(K) PLAN |
CHARLOTTE NC |
| 416 |
| $14.4M |
| $352K |
| 4 | AMERICAN BOARD OF INTERNAL MEDICINE AMERICAN BOARD OF INTERNAL MEDICINE RETIREMENT PLAN | PHILADELPHIA PA | 269 | $60.5M | $266K |
| 5 | DAVIS & TOWLE GROUP, INC. DAVIS & TOWLE GROUP, INC. 401(K) PLAN & TRUST | CONCORD NH | 137 | $14.2M | $221K |
| 6 | PARADIGM MANAGEMENT TEAM, LLC PARADIGM MANAGEMENT TEAM LLC 401(K) PLAN | GAINESVILLE FL | 361 | $21.6M | $129K |
| 7 | EMERSON COLLEGE EMERSON COLLEGE TAX DEFERRED ANNUITY PLAN | BOSTON MA | 638 | $242.4M | $120K |
| 8 | NEW ENGLAND AQUARIUM NEW ENGLAND AQUARIUM CORPORATION 403(B) TAX SHELTERED ANNUITY PLAN | BOSTON MA | 273 | $18.2M | $66K |
| 9 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIV. OF SOUTH CAROLINA UMA SUPPLEMENTAL 403(B) PLAN | CHARLESTON SC | 3,064 | $157.6M | $27K |
| 10 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN | SAN FRANCISCO CA | 561 | $62.7M | $17K |
