Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 69 U.S. retirement plans report holding Fidelity** Capital & Income Fund in their Schedule of Assets, totaling $116.2M 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 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $21.2M |
| 2 | FACTSET RESEARCH SYSTEMS INC. FACTSET RESEARCH SYSTEMS INC. PLAN | NORWALK CT | 2,364 | $863.3M | $12.6M |
| 3 | WORLD KINECT CORPORATION WORLD KINECT CORPORATION 401(K) PROFIT SHARING PLAN |
MIAMI FL |
| 2,431 |
| $382.7M |
| $9.6M |
| 4 | NETSCOUT SYSTEMS, INC. NETSCOUT SYSTEMS, INC. 401(K) PLAN | WESTFORD MA | 1,326 | $645.1M | $8.9M |
| 5 | CBOE GLOBAL MARKETS, INC. CBOE GLOBAL MARKETS SMART PLAN | CHICAGO IL | 1,143 | $430.9M | $7.3M |
| 6 | DANA-FARBER CANCER INSTITUTE, INC. DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN | BOSTON MA | 6,039 | $930.2M | $5.3M |
| 7 | DANA-FARBER CANCER INSTITUTE, INC. DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN | BOSTON MA | 8,349 | $869.5M | $4.4M |
| 8 | SM ENERGY COMPANY SM ENERGY COMPANY 401(K) PROFIT SHARING PLAN | DENVER CO | 651 | $190.3M | $4.3M |
| 9 | MAYO HOLDING COMPANY MAYO RETIREMENT SAVINGS PLAN | ROCHESTER MN | 3,587 | $762.2M | $3.9M |
| 10 | HATHAWAY DINWIDDIE CONSTRUCTION COMPANY HATHAWAY DINWIDDIE CONSTRUCTION COMPANY 401(K) PLAN | SAN FRANCISCO CA | 359 | $148.9M | $3.9M |
