Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity New Markets Income Fund Mutual fund in their Schedule of Assets, totaling $391K 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 | MATTER SURFACES, INC. MATTER SURFACES, INC. 401(K) PLAN | STOUGHTON MA | 138 | $18.5M | $195K |
| 2 | MAKENA CAPITAL MANAGEMENT, LLC MAKENA 401(K) PLAN | MENLO PARK CA | 79 | $35.7M | $170K |
| 3 | FARO SERVICES, INC. FARO SERVICES, INC. DBA FARO LOGISTICS SOLUTIONS, INC. 401(K) PS PLAN |
GROVEPORT OH |
| 1,060 |
| $5.2M |
| $26K |
