Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fidelity Income and Growth Fund in their Schedule of Assets, totaling $5.2M 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 | EPPENDORF HOLDING, INCORPORATED EPPENDORF HOLDINGS, INC. 401(K) PLAN | ENFIELD CT | 761 | $133.3M | $5.2M |
