Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Equity-Income K6 # in their Schedule of Assets, totaling $4.7M 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 | FOUNDERS FEDERAL CREDIT UNION FOUNDERS FEDERAL CREDIT UNION DEFINED CONTRIBUTION PLAN | LANCASTER SC | 846 | $138.2M | $2.4M |
| 2 | CARECENTRIX, INC. CARECENTRIX, INC. RETIREMENT SAVINGS PLAN | HARTFORD CT | 1,732 | $112.2M | $940K |
| 3 | PENNSYLVANIA MACHINE WORKS, LLC. PMW 401(K) PLAN |
ASTON PA |
| 298 |
| $37.9M |
| $714K |
| 4 | MANSUETO VENTURES LLC MANSUETO VENTURES, LLC 401(K) PLAN | NEW YORK NY | 211 | $29.7M | $568K |
| 5 | PHYSICIAN HEALTHCARE NETWORK, P.C. PHYSICIAN HEALTHCARE NETWORK, P.C. 401(K) PROFIT SHARING PLAN | FORT GRATIOT MI | 139 | $20.2M | $65K |
| 6 | TANGO MANAGEMENT CONSULTING, LLC TANGO 401(K) PLAN | COPPELL TX | 234 | $30.7M | $8K |