Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Capital and Income Fund Mutual fund N/A in their Schedule of Assets, totaling $120K 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 | TETRACORE, INC. TETRACORE, INC. 401K PLAN | ROCKVILLE MD | 72 | $23.0M | $97K |
| 2 | COLLEGE TRACK COLLEGE TRACK 401(K) | OAKLAND CA | 230 | $10.3M | $23K |
