Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Fid Capital & Income in their Schedule of Assets, totaling $113.1M 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 | EATON CORPORATION EATON SAVINGS TRUST | CLEVELAND OH | — | $8.5B | $90.0M |
| 2 | PORTER WRIGHT MORRIS & ARTHUR LLP PORTER WRIGHT MORRIS AND ARTHUR LLP 401K RETIREMENT PLAN MASTER TRUST | COLUMBUS OH | — | $220.1M | $4.9M |
| 3 | GREAT CENTRAL LUMBER COMPANY MILLMAN COMPANIES PROFIT SHARING PLAN |
ST. LOUIS MO |
| 403 |
| $39.2M |
| $4.4M |
| 4 | DINSMORE & SHOHL LLP THE DINSMORE & SHOHL LLP SAVINGS AND INVESTMENT PLAN | CINCINNATI OH | 1,461 | $472.2M | $3.9M |
| 5 | COMTECH TELECOMMUNICATIONS CORP. COMTECH TELECOMMUNICATIONS CORP. 401(K) PLAN | MELVILLE NY | 1,156 | $346.5M | $3.7M |
| 6 | DIGITAL MANAGEMENT, LLC DIGITAL MANAGEMENT, LLC 401(K) PLAN | BETHESDA MD | 1,554 | $196.5M | $2.7M |
| 7 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $717K |
| 8 | PALLADIUM GROUP GLOBAL LLC PALLADIUM GROUP GLOBAL 401(K) PLAN | WASHINGTON DC | 364 | $61.2M | $671K |
| 9 | LONGVIEW POWER, LLC LONGVIEW POWER, LLC 401(K) PLAN | MAIDSVILLE WV | 153 | $30.9M | $425K |
| 10 | THE MISSION ESSENTIAL GROUP, LLC MISSION ESSENTIAL GROUP, LLC RETIREMENT PLAN | NEW ALBANY OH | 885 | $39.8M | $410K |
