Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity – Capital Appreciation in their Schedule of Assets, totaling $858K 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 | ACT PIPE AND SUPPLY, INC. ACT PIPE & SUPPLY 401(K) PLAN | HOUSTON TX | 286 | $11.3M | $275K |
| 2 | APEX HOMECARE SERVICES, INC. APEX HOMECARE SERVICES INC EMP RETIRE PLAN & TRUST | GLENDALE CA | 148 | $1.5M | $200K |
| 3 | ACLARIS THERAPEUTICS, INC. ACLARIS THERAPEUTICS INC 401(K) PLAN |
WAYNE PA |
| 67 |
| $14.1M |
| $172K |
| 4 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $140K |
| 5 | HOSPITAL FOR SPECIAL SURGERY THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF | NEW YORK NY | 744 | $267.1M | $42K |
| 6 | NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED THE HOSPITAL FOR SPECIAL SURGERY 403(B) PLAN | NEW YORK NY | 5,338 | $866.3M | $27K |
| 7 | LUCAS MUSEUM OF NARRATIVE ART LUCAS MUSEUM OF NARRATIVE ART 403(B) PLAN | LOS ANGELES CA | 107 | $7.6M | $2K |