Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Equity-Income K6 Fund in their Schedule of Assets, totaling $221K 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 | UNIVERSITY OF MICHIGAN CREDIT UNION UNIVERSITY OF MICHIGAN CREDIT UNION 401(K) SAVINGS PLAN | ANN ARBOR MI | 236 | $22.6M | $121K |
| 2 | ASPEN ML LLC ASPEN ML LLC RETIREMENT PLAN | TIGARD OR | 23 | $11.6M | $95K |
| 3 | ACTION FACILITIES MANAGEMENT, INC. ACTION FACILITIES MANAGEMENT RETIREMENT SAVINGS PLAN |
MORGANTOWN WV |
| 194 |
| $6.1M |
| $6K |