Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments* Fidelity Strategic Dividend & Income Fund in their Schedule of Assets, totaling $549K 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 | DATACOR, INC. DATACOR, INC. 401(K) PLAN | FLORHAM PARK NJ | 275 | $51.7M | $534K |
| 2 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $11K |
| 3 | HERMES ABRASIVES, LTD. HERMES ABRASIVES, LTD. RETIREMENT SAVINGS PLAN |
VIRGINIA BEACH VA |
| 103 |
| $12.7M |
| $4K |
