Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Equity-Income Fund # in their Schedule of Assets, totaling $255K 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 | ESQUIRE BANK ESQUIRE BANK 401(K) PLAN | JERICHO NY | 141 | $11.6M | $150K |
| 2 | SURFLINE WAVETRAK, INC. SURFLINE WAVETRAK, INC. 401(K) PLAN | SAN FRANCISCO CA | 70 | $6.7M | $70K |
| 3 | STEPHENS COLLEGE STEPHENS COLLEGE DC RETIREMENT PLAN |
| 312 |
| $26.4M |
| $35K |
