Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Pioneer Equity Income Fund Class K in their Schedule of Assets, totaling $541K 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 | CONTINENTAL BATTERY COMPANY CONTINENTAL BATTERY 401(K) PLAN | DALLAS TX | 1,510 | $51.7M | $293K |
| 2 | CURREY & COMPANY, INC. CURREY & COMPANY, INC. 401(K) SAVINGS PLAN | ATLANTA GA | 110 | $16.2M | $204K |
| 3 | LIFESTREAM SERVICES INC LIFESTREAM SERVICES INC. RETIREMENT SAVINGS PLAN |
YORKTOWN IN |
| 129 |
| $5.2M |
| $44K |