Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Equity-Income in their Schedule of Assets, totaling $1.5M 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 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $687K |
| 2 | CONDON COMPANIES CONDON COMPANIES SAVINGS & RETIREMENT PLAN | RIPON WI | 220 | $8.2M | $354K |
| 3 | OPEN TECHNOLOGY SOLUTIONS, LLC OPEN TECHNOLOGY SOLUTIONS, LLC 401(K) PLAN |
ENGLEWOOD CO |
| 201 |
| $23.9M |
| $160K |
| 4 | USALLIANCE FEDERAL CREDIT UNION USALLIANCE FEDERAL CREDIT UNION 401(K) PLAN | RYE NY | 282 | $35.4M | $111K |
| 5 | UNITED CEREBRAL PALSY ASSOCIATION OF NIAGRA COUNTY, INC. UNITED CEREBRAL PALSY ASSOCIATIONS OF NIAGRA COUNTY, INC. 401(K) PROFIT SHARING PLAN | NIAGARA FALLS NY | 202 | $5.1M | $106K |
| 6 | WHITE PLAINS HOSPITAL CENTER C/O HUMAN RESOURCE COMMITTEE WHITE PLAINS HOSPITAL CENTER 403(B) TAX DEFERRED ANNUITY PLAN | WHITE PLAINS NY | 463 | $66.1M | $71K |
| 7 | SOFTPATH SYSTEM, LLC SOFTPATH SYSTEM, LLC 401K PROFIT SHARING PLAN AND TRUST | NORCROSS GA | 385 | $2.5M | $27K |
| 8 | HHG COMPANIES, INC. HHG COMPANIES, INC. 401(K) PROFIT SHARING PLAN | IRVING TX | 990 | $7.5M | $18K |
| 9 | JL PROPERTIES, INC. JL PROPERTIES AURORA 401(K) PLAN | ANCHORAGE AK | 65 | $4.6M | $8K |
| 10 | UPHAMS CORNER HEALTH COMMITTEE, INC. UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 502 | $27.3M | $2K |
