Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fidelity Equity-Income Fund Mutual fund in their Schedule of Assets, totaling $18.5M 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 | PAPE-DAWSON CONSULTING ENGINEERS, LLC PAPE-DAWSON CONSULTING ENGINEERS, LLC. EMPLOYEE 401K PLAN | SAN ANTONIO TX | 1,725 | $188.0M | $7.4M |
| 2 | THE PORTLAND GROUP THE PORTLAND GROUP SAVINGS AND RETIREMENT PLAN | FRAMINGHAM MA | 274 | $28.6M | $3.0M |
| 3 | BELTSERVICE CORPORATION |
EARTH CITY MO |
| 554 |
| $64.0M |
| $1.7M |
| 4 | LIGHTHOUSE WORLDWIDE SOLUTIONS, INC. LIGHTHOUSE WORLDWIDE SOLUTIONS, INC. 401(K) RETIREMENT SAVINGS PLAN | FREMONT CA | 185 | $21.8M | $1.2M |
| 5 | UNIFI AVIATION, LLC UNIFI AVIATION 401(K) RETIREMENT PLAN | ATLANTA GA | 32,247 | $121.0M | $1.2M |
| 6 | CYTOKINETICS, INC. CYTOKINETICS, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 485 | $84.8M | $843K |
| 7 | HUMAN SERVICES MANAGEMENT CORP INC HUMAN SERVICES MANAGEMENT CORPORATION 401K AND PROFIT SHARING PLAN | MILFORD MA | 808 | $27.1M | $580K |
| 8 | BAC COMMUNITY BANK BAC COMMUNITY BANK 401(K) PLAN | STOCKTON CA | 100 | $20.4M | $562K |
| 9 | NGM BIOPHARMACEUTICALS, INC. NGM BIOPHARMACEUTICALS 401(K) PLAN | SOUTH SAN FRANCISCO CA | 120 | $43.3M | $463K |
| 10 | GEMINI INDUSTRIES INC. GEMINI INDUSTRIES INC PROFIT SHARING PLAN | BURLINGTON MA | 220 | $21.2M | $453K |
