Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Equity-Income Fund Class K in their Schedule of Assets, totaling $10.0M 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 | HAYWARD INDUSTRIES, INC. HAYWARD INDUSTRIES, INC. RETIREMENT PLAN | CHARLOTTE NC | 1,454 | $214.4M | $5.6M |
| 2 | THE SHUBERT ORGANIZATION, INC. SHUBERT 401(K) SAVINGS PLAN | NEW YORK NY | 391 | $81.4M | $2.5M |
| 3 | VIEWPOINTE ARCHIVE SERVICES, LLC VIEWPOINTE ARCHIVE SERVICES 401(K) PLAN |
CHARLOTTE NC |
| 122 |
| $32.9M |
| $1.0M |
| 4 | PACIFIC MARITIME ASSOCIATION PACIFIC MARITIME ASSOCIATION QUALIFIED DEFERRED COMPENSATION PLAN | SAN FRANCISCO CA | 150 | $96.7M | $734K |
| 5 | SHEFFIELD PHARMACEUTICALS, LLC SHEFFIELD PHARMACEUTICALS, LLC RETIREMENT PLAN | NEW LONDON CT | 130 | $7.5M | $70K |
