Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments* Fidelity New Markets Income Fund in their Schedule of Assets, totaling $707K 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 | $238K |
| 2 | TRADESTATION GROUP, INC. TRADESTATION GROUP, INC. EMPLOYEE SAVINGS RETIREMENT PLAN | PLANTATION FL | 491 | $89.9M | $179K |
| 3 | HARBOR GROUP INCORPORATED |
MUSKEGON MI |
| 225 |
| $31.9M |
| $131K |
| 4 | STEINER REAL ESTATE SERVICES THE STEINER 401(K) PLAN | COLUMBUS OH | 99 | $11.0M | $84K |
| 5 | BLUE BELL CREAMERIES, INC. BLUE BELL CREAMERIES, INC. 401(K) PLAN | BRENHAM TX | 3,698 | $195.3M | $71K |
| 6 | K-SOLV, LP K SOLV 401(K) PLAN | HOUSTON TX | 372 | $20.4M | $3K |
