Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Fid Eq Div Income in their Schedule of Assets, totaling $679K 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 | K2SHARE, LLC K2SHARE, LLC 401(K) PLAN | COLLEGE STATION TX | 130 | $14.4M | $335K |
| 2 | SHEE ATIKA INC. SHEE ATIKA, INC. 401K PLAN | SITKA AK | 347 | $14.7M | $157K |
| 3 | LIGHTOLOGY LLC LIGHTOLOGY LLC 401(K) PLAN | CHICAGO IL |
| 210 |
| $7.5M |
| $146K |
| 4 | LEGAL SERVICES OF NEW JERSEY, INC. LEGAL SERVICES OF NEW JERSEY INC ER 403B | EDISON NJ | 252 | $24.6M | $34K |
| 5 | SYNEREN TECHNOLOGIES CORPORATION SYNEREN TECHNOLOGIES CORPORATION 401(K) PLAN | VIENNA VA | 114 | $9.6M | $8K |
