Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management Trust Company Equity Dividend Income Fund in their Schedule of Assets, totaling $532K 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 | STERLING ENGINEERING, INC. STERLING ENGINEERING, INC. SALARY SAVINGS PLAN | WESTCHESTER IL | 254 | $19.5M | $294K |
| 2 | CONCURRENCY, INC. CONCURRENCY, INC. 401(K) PLAN | BROOKFIELD WI | 71 | $11.4M | $171K |
| 3 | GREATER FAMILY HEALTH GREATER FAMILY HEALTH 401(K) PLAN |
ELGIN IL |
| 407 |
| $17.6M |
| $68K |
