Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FID INTL CAP APPREC Registered Investment Company in their Schedule of Assets, totaling $94K 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 | SAMUELSEN, GONZALEZ, VALENZUELA & BROWN LLP SAMUELSEN, GONZALEZ, VALENZUELA & BROWN 401(K) PLAN | IRVINE CA | 82 | $16.0M | $56K |
| 2 | FUSION SOLUTIONS LLC FUSION SOLUTIONS 401(K) PLAN | PLANO TX | 326 | $3.8M | $38K |
