Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Capital Appreciation Mutual Funds in their Schedule of Assets, totaling $3.3M 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 | BEXAR CONCRETE WORKS I, LTD BEXAR CONCRETE WORKS 401(K) PLAN | SAN ANTONIO TX | 246 | $15.2M | $1.9M |
| 2 | BRANFORD CHAIN, INC. BRANFORD GROUP 401(K) PLAN | NEW YORK NY | 110 | $14.7M | $791K |
| 3 | STINE, LLC DBA STINE LUMBER STINE, LLC 401(K) PROFIT SHARING PLAN |
SULPHUR LA |
| 816 |
| $19.1M |
| $533K |
| 4 | BRAND INSTITUTE INC BRAND INSTITUTE INC 401(K) PROFIT SHARING PLAN & TRUST | MIAMI FL | 95 | $16.9M | $7K |
