Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Capital Appreciation Fund Registered Investment Company in their Schedule of Assets, totaling $2.6M 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 | QATALYST GROUP LP QATALYST GROUP LP 401(K) PLAN | SAN FRANCISCO CA | 82 | $55.4M | $1.8M |
| 2 | FLATIRON CRANE OPERATING COMPANY, LLC FLATIRON CRANE OPERATING COMPANY, LLC 401(K) SAVINGS PROGRAM | READING PA | 524 | $41.8M | $500K |
| 3 | MATANUSKA ELECTRIC ASSOCIATION INC |
PALMER AK |
| 137 |
| $22.1M |
| $283K |
