Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Capital and Income Fund Mutual fund in their Schedule of Assets, totaling $8.1M 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 | ZS ASSOCIATES, INC. ZS ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | EVANSTON IL | 2,902 | $658.5M | $6.0M |
| 2 | THE MLB NETWORK, LLC MLB NETWORK, LLC 401(K) PLAN | SECAUCUS NJ | 885 | $135.6M | $1.1M |
| 3 | REDSEAL, INC. REDSEAL, INC. 401(K) PLAN |
| 90 |
| $18.7M |
| $951K |
| 4 | STRACK, INCORPORATED STRACK, INC. 401(K) PROFIT SHARING PLAN | FAIRBURN GA | 284 | $14.7M | $58K |
| 5 | HARBOR HEALTH SERVICES, INC. HARBOR HEALTH SERVICES, INC. 403(B) PLAN | MATTAPAN MA | 607 | $45.2M | $27K |
