Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Capital Appreciation Mutual fund in their Schedule of Assets, totaling $2.5M 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 | HEARTLAND VETERINARY PARTNERS HEARTLAND VETERINARY PARTNERS 401(K) PLAN | CHICAGO IL | 3,403 | $33.7M | $870K |
| 2 | POPULATION SERVICES INTERNATIONAL POPULATION SERVICES INTERNATIONAL 403(B) PLAN | WASHINGTON DC | 253 | $42.7M | $675K |
| 3 | SCHAFER INDUSTRIES INC. |
SOUTH BEND IN |
| 295 |
| $14.7M |
| $666K |
| 4 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $126K |
| 5 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $68K |
| 6 | WORK, INC. WORK, INC. 403(B) PLAN | DORCHESTER MA | 445 | $7.7M | $46K |
| 7 | PATHWAYS IN EDUCATION, INC. OPTIONS EDUCATIONAL 403(B) RETIREMENT PLAN | PASADENA CA | 0 | $0 | $24K |
