Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Cap Value * Fidelity Investments Mutual Fund - Fidelity Freedom 2025 K - in their Schedule of Assets, totaling $73K 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 | WHITEHOUSE POST PRODUCTIONS, LLC WHITEHOUSE POST PRODUCTIONS, LLC 401(K) PLAN | CHICAGO IL | 169 | $22.7M | $73K |
