Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding Fidelity Capital & Income Fund Mutual fund in their Schedule of Assets, totaling $52.4M 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 | TD SYNNEX CORPORATION TD SYNNEX 401(K) RETIREMENT PLAN | FREMONT CA | 7,856 | $896.1M | $12.0M |
| 2 | ATLASSIAN US, INC. ATLASSIAN 401(K) PLAN | SAN FRANCISCO CA | 5,032 | $750.2M | $6.0M |
| 3 | ABRDN INC. ABERDEEN STANDARD INVESTMENTS INC. 401(K) PROFIT SHARING PLAN |
PHILADELPHIA PA |
| 204 |
| $200.3M |
| $3.9M |
| 4 | EVA AIRWAYS CORP. EVA AIRWAYS CORPORATION 401(K) PROFIT SHARING PLAN | EL SEGUNDO CA | 284 | $67.5M | $2.8M |
| 5 | MCWANE, INC. MCWANE SALARIED 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 1,315 | $233.4M | $2.2M |
| 6 | SURMODICS, INC. SURMODICS, INC. 401(K) PLAN AND TRUST | EDEN PRAIRIE MN | 291 | $63.0M | $2.0M |
| 7 | SILVER LAKE TECHNOLOGY MANAGEMENT LLC SILVER LAKE 401K PLAN | NEW YORK NY | 216 | $118.6M | $1.9M |
| 8 | AMEREX CORPORATION AMEREX CORPORATION 401(K) SAVINGS PLAN | TRUSSVILLE AL | 471 | $53.6M | $1.7M |
| 9 | THE HENRY J. KAISER FAMILY FOUNDATION THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN | SAN FRANCISCO CA | 211 | $115.6M | $1.3M |
| 10 | COUPA SOFTWARE, INC. COUPA SOFTWARE, INC. RETIREMENT TRUST | FOSTER CITY CA | 1,202 | $215.1M | $1.3M |
