Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity New Markets Income Fund " in their Schedule of Assets, totaling $6.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE WONDERFUL COMPANY THE WONDERFUL COMPANY LLC 401(K) PLAN | LOS ANGELES CA | 5,637 | $590.0M | $5.1M |
| 2 | ALLIANT CREDIT UNION ALLIANT CREDIT UNION 401(K) PLAN | CHICAGO IL | 873 | $137.2M | $772K |
| 3 | EMERSON COLLEGE EMERSON COLLEGE TAX DEFERRED ANNUITY PLAN |
BOSTON MA |
| 638 |
| $242.4M |
| $138K |
| 4 | CHILDRENS DEFENSE FUND CHILDRENS DEFENSE FUND RETIREMENT PLAN | WASHINGTON DC | 89 | $20.7M | $121K |
| 5 | FABLETICS, INC. FABLETICS, INC. 401(K) PLAN | EL SEGUNDO CA | 2,777 | $73.1M | $90K |
| 6 | AXELON SERVICES CORPORATION AXELON SERVICES CORPORATION 401(K) PROFIT SHARING PLAN | NEW YORK NY | 635 | $18.2M | $37K |
| 7 | AGC ELECTRONICS AMERICA A DIVISION OF AGC FLATGLAS AGC ELECTRONICS AMERICA 401(K) PLAN | HILLSBORO OR | 160 | $21.7M | $32K |
| 8 | TRANSOURCE, INC. TRANSOURCE, INC. 401(K) INVESTMENT PLAN | COLFAX NC | 361 | $15.2M | $29K |
| 9 | RHODE ISLAND SCHOOL OF DESIGN RHODE ISLAND SCHOOL OF DESIGN RETIREMENT PLAN | PROVIDENCE RI | 1,446 | $277.4M | $25K |
| 10 | JONES WALKER LLP JONES WALKER LLP PROFIT SHARING RETIREMENT PLAN | NEW ORLEANS LA | 646 | $474.3M | $16K |
