Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Capital and Income Fund in their Schedule of Assets, totaling $968K 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 | PHILLIPS CORPORATION THE PHILLIPS CORPORATION RETIREMENT PLAN | HANOVER MD | 330 | $36.8M | $352K |
| 2 | THE ATLANTIC MONTHLY GROUP LLC THE ATLANTIC 401(K) PLAN | WASHINGTON DC | 350 | $63.9M | $305K |
| 3 | THE ROSS GROUP CONSTRUCTION CORPORATION THE ROSS GROUP CONSTRUCTION CORPORATION 401(K) PLAN |
TULSA OK |
| 141 |
| $16.4M |
| $174K |
| 4 | ACR HOMES, INC. ACR HOMES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAINT PAUL MN | 816 | $14.9M | $48K |
| 5 | CFG BANK CFG BANK 401(K) PROFIT SHARING PLAN AND TRUST | BALTIMORE MD | 299 | $29.4M | $46K |
| 6 | SCEPTER, INC. SCEPTER, INC. 401(K) PLAN | WAVERLY TN | 345 | $14.0M | $24K |
| 7 | PALO ALTO COMMUNITY CHILD CARE PALO ALTO COMMUNITY CHILD CARE 403(B) PLAN | PALO ALTO CA | 133 | $9.6M | $19K |
