Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Equity-Income K Mutual Fund in their Schedule of Assets, totaling $6.1M 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 | FARMERS AUTOMOBILE INSURANCE ASSOCIATION FARMERS AUTOMOBILE INSURANCE ASSOCIATION 401(K) SAVINGS PLAN | PEKIN IL | 689 | $119.4M | $2.3M |
| 2 | TRAMMO, INC TRAMMO, INC. PROFIT-SHARING/401K PLAN | NEW YORK NY | 71 | $57.1M | $1.8M |
| 3 | GENERAL CREDIT FORMS, INC. GENERAL CREDIT FORMS, INC. 401(K) PROFIT SHARING PLAN |
EARTH CITY MO |
| 249 |
| $48.9M |
| $937K |
| 4 | THE DAVID AND LUCILE PACKARD FOUNDATION THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION RETIREMENT PLAN | LOS ALTOS CA | 98 | $39.0M | $563K |
| 5 | TROY BELTING AND SUPPLY COMPANY TROY BELTING AND SUPPLY COMPANY 401(K) AND PROFIT SHARING PLAN | WATERVLIET NY | 108 | $19.3M | $398K |
| 6 | LIFECARE 2.0 MANAGEMENT SERVICES, LLC LIFECARE 2.0 401(K) PLAN | ADDISON TX | 516 | $8.7M | $63K |
