Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments* Fidelity Equity Dividend Income Fund in their Schedule of Assets, totaling $2.4M 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 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $1.4M |
| 2 | HIRSCH BEDNER & ASSOCIATES HIRSCH/BEDNER ASSOCIATES 401(K) PLAN | SANTA MONICA CA | 122 | $17.9M | $977K |
| 3 | MARKEN LLP THE MARKEN 401K PLAN |
DURHAM NC |
| 658 |
| $23.3M |
| $78K |
| 4 | DUCKER RESEARCH N.A. LLC DUCKER CARLISLE LLC 401(K) PLAN | TROY MI | 133 | $20.0M | $6K |
