Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fund * Fidelity Investments Fidelity Strategic Dividend and Income N/R in their Schedule of Assets, totaling $40K 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 | NATIONAL HME, INC. NATIONAL HME 401(K) SAVINGS PLAN | IRVING TX | 407 | $7.0M | $40K |
