Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity High Income Mutual fund in their Schedule of Assets, totaling $1.0M 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 | LF DISTRIBUTION HOLDING INC. LF DISTRIBUTION HOLDING 401(K) PLAN | NEW YORK NY | 478 | $68.6M | $338K |
| 2 | MILLWORK HOLDINGS CO., INC. LF DISTRIBUTION HOLDING 401(K) PLAN | NEW YORK NY | 496 | $62.3M | $284K |
| 3 | QUANTECH SERVICES, INC. QUANTECH SERVICES, INC. 401K PROFIT SHARING PLAN AND TRUST |
LEXINGTON MA |
| 245 |
| $55.4M |
| $237K |
| 4 | PRISON REHABILITATIVE INDUSTRIES & DIVERSIFIED EN PRISON REHABILITATIVE INDUSTRIES AND DIVERSIFIED ENTERPRISES 401(K) RETIREMENT PLAN | BRANDON FL | 185 | $14.8M | $51K |
| 5 | HASSELL & HUGHES LUMBER COMPANY, INC. HASSELL & HUGHES LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | COLLINWOOD TN | 84 | $4.6M | $41K |
| 6 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $39K |
| 7 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $23K |
| 8 | F. A. DAVIS PUBLISHING COMPANY F. A. DAVIS COMPANY 401(K) SAVINGS PLAN | PHILADELPHIA PA | 157 | $43.7M | $18K |
| 9 | FREDERICK GOLDMAN, INC. FREDERICK GOLDMAN INC. 401(K) EMPLOYEE SAVINGS PLAN | SECAUCUS NJ | 86 | $14.7M | $9K |
