Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Capital and Income in their Schedule of Assets, totaling $3.6M 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 | MARTIN/MARTIN, INC. MARTIN/MARTIN, INC. 401(K) PLAN | LAKEWOOD CO | 371 | $90.1M | $2.4M |
| 2 | TANTUS TECHNOLOGIES, INC. TANTUS TECHNOLOGIES 401(K) PLAN | ARLINGTON VA | 220 | $25.1M | $369K |
| 3 | DVL GROUP, INC. DVL GROUP 401(K) PLAN | BRISTOL |
| 164 |
| $27.5M |
| $328K |
| 4 | QUALITY BICYCLE PRODUCTS, GBC QUALITY BICYCLE PRODUCTS, INC. 401(K) PLAN | BLOOMINGTON MN | 953 | $64.8M | $310K |
| 5 | PLATO WOODWORK, INC. PLATO WOODWORK, INC. PROFIT SHARING PLAN & TRUST | PLATO MN | 159 | $25.1M | $276K |
| 6 | KOCH HOLDINGS INC. KOCH AUTOMOTIVE GROUP 401(K) PLAN | EASTON PA | 771 | $13.8M | $515 |
