Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Equity Income Fund K6 in their Schedule of Assets, totaling $1.2M 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 | GERALD METALS LLC GERALD METALS LLC & SUBSIDIARIES 401(K) PROFIT SHARING PLAN | STAMFORD CT | 108 | $41.6M | $1.2M |
| 2 | CARESAVE TECHNOLOGIES, INC. CARESAVE TECHNOLOGIES INC 401(K) PROFIT SHARING PLAN & TRUST | MCLEAN VA | 3,141 | $11.2M | $54K |