Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fid Capital & Income Mutual Fund in their Schedule of Assets, totaling $6.2M 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 | BOX, INC. BOX, INC. 401(K) PLAN | REDWOOD CITY CA | 1,823 | $282.9M | $2.7M |
| 2 | JANUS RESEARCH GROUP, LLC JANUS RESEARCH GROUP 401(K) PLAN | EVANS GA | 597 | $62.1M | $972K |
| 3 | PRIVIA MEDICAL GROUP WASHINGTON, PLLC PRIVIA MEDICAL GROUP WASHINGTON, PLLC 401K PLAN |
WALLA WALLA WA |
| 256 |
| $51.3M |
| $914K |
| 4 | CHARLESBANK CAPITAL PARTNERS, LLC CHARLESBANK CAPITAL PARTNERS, LLC MONEY PURCHASE PENSION PLAN | BOSTON MA | 184 | $43.4M | $535K |
| 5 | PREFERRED MEDICAL MARKETING CORPORATION PREFERRED MEDICAL MARKETING CORPORATION 401(K) PLAN | CHARLOTTE NC | 145 | $15.5M | $331K |
| 6 | ST. MARY'S UNIVERSITY ST. MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SAN ANTONIO TX | 707 | $192.2M | $284K |
| 7 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $126K |
| 8 | NEW YORK STATE PUBLIC EMPLOYEES FEDERATION,AFL-CIO NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-UNION PLAN | ALBANY NY | 123 | $11.7M | $117K |
| 9 | SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 156 | $51.1M | $84K |
| 10 | S2 ANALYTICAL SOLUTIONS, LLC S2 ANALYTICAL SOLUTIONS, LLC 401(K) AND PS PLAN | HERNDON VA | 226 | $21.0M | $83K |
