Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Equity Income Mutual fund in their Schedule of Assets, totaling $3.6M 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 | CROSSROADS FORD, INC. CROSSROADS FORD, INC. 401(K) PLAN | WAKE FOREST NC | 1,669 | $40.9M | $1.5M |
| 2 | SCHAFER INDUSTRIES INC. SCHAFER INDUSTRIES INC. 401K PLAN | SOUTH BEND IN | 295 | $14.7M | $586K |
| 3 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $578K |
| 4 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $451K |
| 5 | POPULATION SERVICES INTERNATIONAL POPULATION SERVICES INTERNATIONAL 403(B) PLAN | WASHINGTON DC | 253 | $42.7M | $293K |
| 6 | CLAY-PLATTE FAMILY MEDICINE CLINIC, PC. CLAY-PLATTE FAMILY MEDICINE 401(K) PLAN | KANSAS CITY MO | 175 | $19.5M | $104K |
| 7 | THE CARROLL SCHOOL THE CARROLL SCHOOL RETIREMENT PLAN | LINCOLN MA | 225 | $34.9M | $22K |
