Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Fidelity* Equity Income Fund in their Schedule of Assets, totaling $23.1M 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 | INVESTCORP INTERNATIONAL, INC. INVESTCORP INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 153 | $52.4M | $2.8M |
| 2 | MULTIVAC, INC. MULTIVAC, INC. PROFIT SHARING 401(K) PLAN | KANSAS CITY MO | 518 | $92.3M | $2.6M |
| 3 | CAMFIL USA, INC. CAMFIL USA, INC. 401(K) PLAN |
RIVERDALE NJ |
| 1,279 |
| $103.3M |
| $2.6M |
| 4 | LONG TERM CARE PARTNERS, LLC LONG-TERM CARE PARTNERS 401(K) PLAN | PORTSMOUTH NH | 433 | $63.0M | $2.4M |
| 5 | CORRIGAN MOVING AND STORAGE CO. CORRIGAN MOVING AND STORAGE CO. TAX DEFERRED SAVINGS PLAN AND TRUST | FARMINGTON HILLS MI | 433 | $39.1M | $1.9M |
| 6 | CONTINUING CARE MANAGEMENT LLC SALMON HEALTH AND RETIREMENT | WESTBOROUGH MA | 901 | $41.5M | $1.7M |
| 7 | MYGRANT GLASS COMPANY, INC. MYGRANT GLASS COMPANY 401K PLAN | HAYWARD CA | 1,482 | $43.0M | $1.5M |
| 8 | AMERICAN ACADEMY OF DERMATOLOGY INC AMERICAN ACADEMY OF DERMATOLOGY 403B PLAN | ROSEMONT IL | 204 | $65.9M | $1.4M |
| 9 | THIELE KAOLIN COMPANY THIELE KAOLIN COMPANY RETIREMENT SAVINGS PLAN | SANDERSVILLE GA | 610 | $174.1M | $1.2M |
| 10 | INTER-RAIL TRANSPORT, INC. INTER-RAIL TRANSPORT, INC. PROFIT SHARING PLAN & TRUST | CENTREVILLE MD | 639 | $13.3M | $721K |
