Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Fidelity** Capital Appreciation Fund in their Schedule of Assets, totaling $28.4M 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 | MARTIN RESOURCE MANAGEMENT CORPORATION MARTIN 401(K) PLAN | KILGORE TX | 1,642 | $132.6M | $14.1M |
| 2 | INVESTCORP INTERNATIONAL, INC. INVESTCORP INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 153 | $52.4M | $4.5M |
| 3 | ELM ELECTRICAL, INC. ELM ELECTRICAL, INC. 401(K) PLAN |
WESTFIELD MA |
| 224 |
| $43.8M |
| $2.4M |
| 4 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION MITSUBISHI UFJ TRUST AND BANKING CORPORATION RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 249 | $87.9M | $1.7M |
| 5 | HAWAIIANA GROUP INCORPORATED HAWAIIANA GROUP INCORPORATED 401(K) PLAN | HONOLULU HI | 242 | $23.3M | $816K |
| 6 | DYNAMIC MOTION CONTROL, INC. DYNAMIC MOTION CONTROL 401(K) PLAN | CHICAGO IL | 269 | $53.2M | $773K |
| 7 | OSHKOSH DOOR COMPANY OSHKOSH DOOR COMPANY 401K PLAN | OSHKOSH WI | 157 | $8.9M | $687K |
| 8 | FOREIGN AUTO IMPORT, INC. D/B/A TOYOTA OF WATERTOW TOYOTA OF WATERTOWN 401(K) PLAN | WATERTOWN MA | 307 | $18.6M | $664K |
| 9 | GUST ROSENFELD P.L.C. GUST ROSENFELD P. L. C. RETIREMENT PLAN | PHOENIX AZ | 96 | $43.4M | $383K |
| 10 | CRANE FEDERAL CREDIT UNION CRANE CREDIT UNION EMPLOYEES' THRIFT PLAN | ODON IN | 190 | $16.6M | $373K |
