Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Capital & Income Fund Fidelity 0 in their Schedule of Assets, totaling $421K 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 | BERNARD OSHER MARIN JEWISH COMMUNITY CENTER OSHER MARIN JCC 403(B) PLAN | SAN RAFAEL CA | 359 | $7.6M | $335K |
| 2 | PENINSULA JEWISH COMMUNITY CENTER PJCC RETIREMENT PLAN | FOSTER CITY CA | 149 | $13.5M | $57K |
| 3 | WESTATES CONSTRUCTION, LLC WESTATES COMPANY 401(K) PLAN |
SALT LAKE CITY UT |
| 82 |
| $2.1M |
| $29K |
