Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Fid High Income in their Schedule of Assets, totaling $2.0M 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 | O'NEAL, INC. O'NEAL, INC. 401(K) PLAN AND TRUST | GREENVILLE SC | 95 | $36.9M | $925K |
| 2 | NATIONAL ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS NATIONAL ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS SECTION 403(B) PLAN | RESTON VA | 63 | $17.5M | $820K |
| 3 | PANTHEON VENTURES (US) LP |
SAN FRANCISCO CA |
| 102 |
| $38.1M |
| $254K |
| 4 | SPOKANE INDUSTRIES, INC. SPOKANE INDUSTRIES, INC. EMPLOYEE THRIFT PLAN | SPOKANE WA | 95 | $6.1M | $18K |
| 5 | QUINNIPIAC UNIVERSITY QUINNIPIAC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | HAMDEN CT | 1,281 | $335.0M | $7K |
| 6 | THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION SECTION 403(B) DEFINED CONTRIBUTION PLAN FOR TAX-EXEMPT COLLEGES AND UNIVERSITIES IN VIRGINIA | RICHMOND VA | 6,105 | $1.3B | $3K |
| 7 | JEFFERSON UNIVERSITY PHYSICIANS JEFFERSON UNIVERSITY PHYSICIANS RETIREMENT PLAN | PHILADELPHIA PA | 3,407 | $520.9M | $1K |
