Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fid Capital & Income Mutual Funds in their Schedule of Assets, totaling $11.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SULLIVAN & CROMWELL LLP SULLIVAN & CROMWELL LLP MASTER SAVINGS PLAN TRUST | NEW YORK NY | — | $770.6M | $7.7M |
| 2 | MARSHALL & STERLING ENTERPRISES, INC. MARSHALL & STERLING ENTERPRISES, INC. 401(K) PLAN | POUGHKEEPSIE NY | 558 | $68.6M | $1.4M |
| 3 | PACKARD MEDICAL GROUP, INC. |
PALO ALTO CA |
| 201 |
| $102.6M |
| $1.1M |
| 4 | WNS NORTH AMERICA, INC. WNS NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,032 | $63.1M | $872K |
| 5 | BAMBOO ROSE, LLC BAMBOO ROSE, LLC 401(K) PLAN | GLOUCESTER MA | 86 | $15.9M | $321K |
| 6 | AMERICAN MANAGEMENT ASSOCIATION AMERICAN MANAGEMENT ASSOCIATION SAVINGS & INVESTMENT PLAN | NEW YORK NY | 127 | $76.5M | $179K |
| 7 | MRB GROUP ENGINEERING, ARCHITECTURE, AND SURVEYING, D.P.C. MRB GROUP ENGINEERING, ARCHITECTURE, AND SURVEYING, D.P.C. 401(K) PROFIT SHARING PLAN | ROCHESTER NY | 170 | $25.2M | $78K |
