Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Fidelity Equity-Income Fund - in their Schedule of Assets, totaling $56.3M 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 | ASSA ABLOY INCORPORATED ASSA ABLOY INC. RETIREMENT SAVINGS PLAN | NEW HAVEN CT | 14,342 | $1.3B | $47.7M |
| 2 | W. W. NORTON & COMPANY, INC. W. W. NORTON & COMPANY, INC. PROFIT SHARING & 401(K) PLAN | NEW YORK NY | 684 | $187.1M | $4.9M |
| 3 | FRANCISCAN CHILDREN'S FRANCISCAN CHILDREN'S 401(K) PLAN |
BRIGHTON MA |
| 25 |
| $32.6M |
| $1.6M |
| 4 | DEDC, INC. DEDC, INC. 401(K) PLAN | TAMPA FL | 87 | $15.6M | $1.4M |
| 5 | SOUTHWESTERN PA HUMAN SERVICES, INC. SOUTHWESTERN PA HUMAN SERVICES, INC. TAX SHELTERED ANNUITY PLAN | CHARLEROI PA | 512 | $26.1M | $327K |
| 6 | SOUTHWESTERN PA HUMAN SERVICES, INC. SOUTHWESTERN PA HUMAN SERVICES, INC. PENSION PLAN | CHARLEROI PA | 504 | $22.7M | $164K |
| 7 | PAX TECHNOLOGY INC. PAX TECHNOLOGY INC 401(K) P/S PLAN | JACKSONVILLE FL | 260 | $12.3M | $152K |
| 8 | CRDF RETIREMENT PLAN AND TRUST CRDF RETIREMENT PLAN AND TRUST | ARLINGTON VA | 185 | $34.2M | $95K |
| 9 | SAN DIEGO MUSEUM OF ART SAN DIEGO MUSEUM OF ART 403(B) RETIREMENT PLAN | SAN DIEGO CA | 117 | $11.0M | $10K |
