Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments* Fidelity Equity Income Fund in their Schedule of Assets, totaling $10.7M 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 | CHAMPION HOME BUILDERS, INC. CHAMPION HOME BUILDERS, INC. 401(K) SAVINGS PLAN | TROY MI | 8,644 | $164.1M | $4.8M |
| 2 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $2.9M |
| 3 | SANDMEYER STEEL COMPANY SANDMEYER STEEL COMPANY CAPITAL ACCUMULATION PLAN |
PHILADELPHIA PA |
| 82 |
| $28.9M |
| $1.2M |
| 4 | EATING RECOVERY CENTER LLC EATING RECOVERY CENTER 401(K) PLAN | DENVER CO | 2,010 | $85.8M | $878K |
| 5 | MARKEN LLP THE MARKEN 401K PLAN | DURHAM NC | 658 | $23.3M | $788K |
| 6 | JTL LEASING FLP JTL LEASING FLP 401(K) PLAN | DODGE CITY KS | 320 | $23.9M | $111K |
| 7 | WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES WAICU RETIREMENT READINESS PLAN | MADISON WI | 1,904 | $418.0M | $82K |
| 8 | DUCKER RESEARCH N.A. LLC DUCKER CARLISLE LLC 401(K) PLAN | TROY MI | 133 | $20.0M | $7K |
