Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Equity-Income K6 Fund Mutual fund 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CURINOS, INC. CURINOS, INC. 401(K) PLAN | NEW YORK NY | 386 | $73.2M | $749K |
| 2 | SKYRYSE, INC. SKYRYSE 401(K) PLAN | EL SEGUNDO CA | 155 | $7.4M | $177K |
| 3 | TALLY PERSONNEL, LLC TALLY PERSONNEL 401(K) PROFIT SHARING PLAN | HOUSTON TX |
| 375 |
| $9.3M |
| $174K |
| 4 | VERATO INC. VERATO, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MCLEAN VA | 116 | $14.1M | $45K |
| 5 | UNIQUE DESIGNS, INC. UNIQUE DESIGNS, INC. 401(K) P/S PLAN | SECAUCUS NJ | 247 | $5.3M | $13K |
| 6 | GOLDEN TRIANGLE CONSTRUCTION, LLC GOLDEN TRIANGLE CONSTRUCTION, LLC 401(K) PLAN | FREDERICK CO | 87 | $9.0M | $4K |
| 7 | DAZPAK FLEXIBLE PACKAGING, CORP. DAZPAK 401(K) PLAN | COLUMBUS OH | 231 | $5.8M | $2K |
