Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Capital Appreciation K in their Schedule of Assets, totaling $2.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RIVERSTONE GROUP INC. RIVERSTONE GROUP INC. AND AFFILIATES EMPLOYEE SAVINGS PLAN | DAVENPORT IA | 391 | $60.8M | $1.6M |
| 2 | HAYNES INC. THE HAYNES RETIREMENT PLAN | FAIRFAX VA | 83 | $12.4M | $415K |
