Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Capital & Income Fund Registered investment company in their Schedule of Assets, totaling $4.1M 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 | GEORGE PETERSEN INSURANCE AGENCY, INC. GEORGE PETERSEN INSURANCE AGENCY, INC. 401(K) PLAN | SANTA ROSA CA | 225 | $34.3M | $1.2M |
| 2 | PLAYHOUSE SQUARE FOUNDATION PLAYHOUSE SQUARE FOUNDATION 401(K) PLAN | CLEVELAND OH | 455 | $24.6M | $1.2M |
| 3 | QATALYST GROUP LP QATALYST GROUP LP 401(K) PLAN |
SAN FRANCISCO CA |
| 82 |
| $55.4M |
| $617K |
| 4 | THE WRENCH GROUP THE WRENCH GROUP RETIREMENT PLAN | MARIETTA GA | 6,705 | $137.2M | $395K |
| 5 | ENVALIOR ENGINEERING MATERIALS INC. ENVALIOR ENGINEERING MATERIALS INC. RETIREMENT PLAN | EVANSVILLE IN | 190 | $19.7M | $388K |
| 6 | PROTAGONIST THERAPEUTICS, INC. PROTAGONIST THERAPEUTICS, INC. 401(K) PLAN | NEWARK CA | 118 | $20.1M | $246K |
| 7 | PROPELLER PROPELLER 401(K) PROFIT SHARING PLAN TRUST | PORTLAND OR | 145 | $22.5M | $84K |
| 8 | THE WASHINGTON CONSULTING GROUP, INC. THE WASHINGTON CONSULTING GROUP INC. SAVINGS & INVESTMENT RETIREMENT PLAN | ALEXANDRIA VA | 10 | $5.7M | $37K |
