Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding FIDELITY CAPITAL APPREC Mutual Funds in their Schedule of Assets, totaling $547K 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 | D.B. ROBERTS, INC. D. B. ROBERTS, INC. 401(K) PLAN | WILMINGTON MA | 334 | $20.7M | $547K |
