Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Equity-Income Fund in their Schedule of Assets, totaling $23.9M 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 | PSA AIRLINES, INC. PSA AIRLINES, INC. 401(K) SAVINGS PLAN | VANDALIA OH | 7,153 | $242.1M | $11.6M |
| 2 | PIEDMONT AIRLINES, INC. PIEDMONT AIRLINES INC. EMPLOYEE SAVINGS PLAN | SALISBURY MD | 21,826 | $225.5M | $8.4M |
| 3 | PIEDMONT AIRLINES, INC. PIEDMONT AIRLINES INC. 401K SAVINGS PLAN FOR PILOTS |
SALISBURY MD |
| 1,829 |
| $85.7M |
| $2.7M |
| 4 | WISE BUSINESS FORMS WISE BUSINESS FORMS, INC 401(K) PROFIT SHARING PLAN & TRUST | ALPHARETTA GA | 253 | $18.6M | $898K |
| 5 | FORMAN MILLS FORMAN MILLS, 401(K) RETIREMENT PLAN | PENNSAUKEN NJ | 2,205 | $6.9M | $249K |
| 6 | ASSOCIATED SPRING US, LLC ASSOCIATED SPRING UAW 629 EMPLOYEE'S SAVINGS PLAN | BRIGHTON MI | 149 | $8.5M | $6K |
