Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity CAP APPREC FD in their Schedule of Assets, totaling $986K 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 | GENETICS & IVF INSTITUTE, INC. GENETICS & IVF INSTITUTE PROFIT SHARING PLAN | FAIRFAX VA | 139 | $25.5M | $406K |
| 2 | IRONGATE WAIKIKI LLC IRONGATE WAIKIKI LLC 401(K) PLAN | HONOLULU HI | 234 | $14.9M | $379K |
| 3 | TRUMP INTERNATIONAL WAIKIKI TRUMP INTERNATIONAL WAIKIKI 401(K) PLAN |
HONOLULU HI |
| 256 |
| $12.8M |
| $201K |
