Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Capital Appreciation Registered Investment Company in their Schedule of Assets, totaling $826K 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 | WAVETRONIX, LLC WAVETRONIX RETIREMENT PLAN | SPRINGVILLE UT | 329 | $48.5M | $662K |
| 2 | PROVIDENT TITLE COMPANY PROVIDENT TITLE COMPANY 401(K) PROFIT SHARING PLAN & TRUST | ENCINO CA | 94 | $13.7M | $163K |
