Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Capital Appreciation Fund Mutual fund in their Schedule of Assets, totaling $5.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALLIANCE PHYSICAL THERAPY GROUP, LLC ALLIANCE PHYSICAL THERAPY GROUP, LLC 401(K) PLAN | GRAND RAPIDS MI | 1,195 | $40.5M | $2.2M |
| 2 | FREEHOLD CARTAGE, INC. FREEHOLD CARTAGE, INC. 401(K) PLAN | FREEHOLD NJ | 262 | $17.0M | $1.2M |
| 3 | CYTOKINETICS, INC. CYTOKINETICS, INC. 401(K) PLAN |
SOUTH SAN FRANCISCO CA |
| 485 |
| $84.8M |
| $758K |
| 4 | CALICO COTTAGE, INC. CALICO COTTAGE, INC. PROFIT SHARING 401(K) PLAN | AMITYVILLE NY | 76 | $10.6M | $510K |
| 5 | GREYSTONE OF LINCOLN INC GREYSTONE, INCORPORATED PROFIT SHARING & SAVINGS PLAN | LINCOLN RI | 513 | $27.9M | $471K |
| 6 | ARDELYX, INC. ARDELYX, INC. 401(K) PLAN | WALTHAM MA | 398 | $37.6M | $330K |
| 7 | AFC ACQUISITION CORP AMERICAN FURNITURE COMPANY 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 148 | $5.7M | $190K |
| 8 | TOPFLIGHT CORPORATION TOPFLIGHT CORPORATION DEFERRED SAVINGS PLAN | GLEN ROCK PA | 112 | $15.3M | $184K |
| 9 | BRIGHTON COLLECTIBLES, LLC LEEGIN CREATIVE LEATHER PRODUCTS, LLC. 401(K) PROFIT SHARING PLAN | CITY OF INDUSTRY CA | 352 | $49.6M | $124K |
| 10 | BRIGHTON COLLECTIBLES, LLC BRIGHTON RETAIL, LLC. 401(K) PROFIT SHARING PLAN | CITY OF INDUSTRY CA | 575 | $32.5M | $24K |
