Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity® Equity-Inc Mutual Fund in their Schedule of Assets, totaling $694K 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 | APPLE VALLEY FORD, INC. APPLE VALLEY FORD RETIREMENT SAVINGS PLAN | APPLE VALLEY MN | 711 | $33.9M | $562K |
| 2 | GOLDEN VALLEY HEALTH CENTERS GOLDEN VALLEY HEALTH CENTERS 403(B) PLAN | ATWATER CA | 1,125 | $50.8M | $57K |
| 3 | COMMERCIAL JET, INC. COMMERCIAL JET, INC. 401(K) PLAN |
MIAMI FL |
| 207 |
| $4.5M |
| $48K |
| 4 | PATHWAYS IN EDUCATION, INC. OPTIONS EDUCATIONAL 403(B) RETIREMENT PLAN | PASADENA CA | 0 | $0 | $14K |
| 5 | BRISTOL BAY NATIVE CORPORATION BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN | ANCHORAGE AK | 5,397 | $479.8M | $11K |
| 6 | EASTER SEALS MASSACHUSETTS, INC. EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN | WORCESTER MA | 269 | $8.5M | $2K |
