Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments* Fidelity High Income Fund in their Schedule of Assets, totaling $1.2M 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 | BLUE BELL CREAMERIES, INC. BLUE BELL CREAMERIES, INC. 401(K) PLAN | BRENHAM TX | 3,698 | $195.3M | $521K |
| 2 | USCA MANAGEMENT LLC USCA MANAGEMENT LLC 401(K) PLAN | HOUSTON TX | 130 | $19.4M | $257K |
| 3 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 50,152 |
| $4.8B |
| $253K |
| 4 | THE ARC OF THE QUAD CITIES AREA THE ARC OF THE QUAD CITIES AREA MONEY PURCHASE PLAN | ROCK ISLAND IL | 0 | $65K | $129K |