Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Equity Income Fund Class K in their Schedule of Assets, totaling $6.9M 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 | VIRTUS INVESTMENT PARTNERS, INC. VIRTUS INVESTMENT PARTNERS, INC. SAVINGS AND INVESTMENT PLAN | HARTFORD CT | 750 | $330.1M | $6.5M |
| 2 | LAWTER, INC. LAWTER, INC. 401(K) PLAN | ELGIN IL | 103 | $16.9M | $338K |
