Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity New Markets Income Fund - in their Schedule of Assets, totaling $362K 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 | AMERANT BANK, N.A. AMERANT BANK, N.A. RETIREMENT BENEFITS PLAN | CORAL GABLES FL | 720 | $141.6M | $253K |
| 2 | R-V INDUSTRIES, INC. R-V INDUSTRIES, INC. 401(K) & PROFIT SHARING PLAN | HONEY BROOK PA | 353 | $29.9M | $80K |
| 3 | CAMELOT VENTURE GROUP LLC CAMELOT VENTURE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST |
NOVI MI |
| 179 |
| $9.0M |
| $27K |
| 4 | CRDF RETIREMENT PLAN AND TRUST CRDF RETIREMENT PLAN AND TRUST | ARLINGTON VA | 185 | $34.2M | $2K |
