Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fidelity Equity Income N/R in their Schedule of Assets, totaling $295K 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 | CE BROKER, INC. CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST | JACKSONVILLE BEACH FL | 155 | $8.1M | $281K |
| 2 | THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM | PHILADELPHIA PA | 308 | $125.5M | $14K |
