Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity – Equity Dividend Income in their Schedule of Assets, totaling $4.8M 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 | VANTAGE CREDIT UNION VANTAGE CREDIT UNION 401K PROFIT SHARING PLAN AND TRUST | ST. CHARLES MO | 252 | $25.2M | $1.6M |
| 2 | CASSIDAY SCHADE LLP CASSIDAY SCHADE PROFIT SHARING PLAN AND TRUST | CHICAGO IL | 163 | $55.4M | $1.3M |
| 3 | BRUNNER & LAY, INC. BRUNNER & LAY EMPLOYEES RETIREMENT PLAN |
SPRINGDALE AR |
| 171 |
| $14.3M |
| $918K |
| 4 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $453K |
| 5 | CALVIN UNIVERSITY CALVIN UNIVERSITY 403(B) RETIREMENT PLAN | GRAND RAPIDS MI | 1,188 | $234.7M | $234K |
| 6 | BRADESCO BANK BRADESCO BANK SAVINGS AND INVESTMENT PLAN | CORAL GABLES FL | 285 | $26.1M | $205K |
| 7 | HHG COMPANIES, INC. HHG COMPANIES, INC. 401(K) PROFIT SHARING PLAN | IRVING TX | 990 | $7.5M | $105K |
| 8 | NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED THE HOSPITAL FOR SPECIAL SURGERY 403(B) PLAN | NEW YORK NY | 5,338 | $866.3M | $31K |
| 9 | GOOD HOPE COUNTRY DAY SCHOOL, INC. GOOD HOPE COUNTRY DAY SCHOOL, INC. DEFINED CONTRIBUTION PLAN | KINGSHILL VI | 54 | $8.0M | $19K |
| 10 | LUCAS MUSEUM OF NARRATIVE ART LUCAS MUSEUM OF NARRATIVE ART 403(B) PLAN | LOS ANGELES CA | 107 | $7.6M | $1K |
