Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fid Equity Income in their Schedule of Assets, totaling $174K 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 | $174K |
