Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Capital and Income Mutual fund in their Schedule of Assets, totaling $1.9M 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 | TELECARE CORP. TELECARE CORPORATION - RETIREMENT PLAN FOR LA CASA EMPLOYEES REPRESENTED BY SEIU-UHW UNITED HEALTHCARE WORKERS WEST | ALAMEDA CA | 138 | $4.3M | $1.9M |
