Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding FID CAPITAL APPREC REGISTERED INVESTMENT COMPANIES in their Schedule of Assets, totaling $1.4M 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 | HUGHES ENTERPRISES, INC. HUGHES ENTERPRISES, INC. 401(K) RETIREMENT PLAN | LOMBARD IL | 532 | $12.6M | $1.4M |
