Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Capital & Income Fund " in their Schedule of Assets, totaling $36.5M 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 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $21.2M |
| 2 | CBOE GLOBAL MARKETS, INC. CBOE GLOBAL MARKETS SMART PLAN | CHICAGO IL | 1,143 | $430.9M | $7.3M |
| 3 | SK HYNIX MEMORY SOLUTIONS AMERICA INC. SK HYNIX MEMORY SOLUTIONS AMERICA INC. 401K PLAN |
SAN JOSE CA |
| 259 |
| $107.8M |
| $2.8M |
| 4 | DAUBERT INDUSTRIES, INC. DAUBERT INDUSTRIES, INC. PROFIT SHARING PLAN | BURR RIDGE IL | 249 | $63.4M | $1.4M |
| 5 | KORTE CONSTRUCTION COMPANY THE RALPH KORTE ENTERPRISES PROFIT-SHARING/THRIFT PLAN | HIGHLAND IL | 218 | $52.8M | $934K |
| 6 | EFG CAPITAL INTERNATIONAL CORP. EFGI U.S. COMPANIES 401K PLAN | MIAMI FL | 154 | $44.2M | $762K |
| 7 | NORTECH SYSTEMS INC. NORTECH SYSTEMS 401(K) PROFIT SHARING PLAN | MAPLE GROVE MN | 356 | $27.9M | $682K |
| 8 | LEECH TISHMAN FUSCALDO & LAMPL, LLC LEECH TISHMAN FUSCALDO & LAMPL, LLC 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 240 | $47.7M | $627K |
| 9 | BUITONI FOOD COMPANY BUITONI FOOD COMPANY 401(K) PLAN | CHICAGO IL | 279 | $6.3M | $219K |
| 10 | XS BROKERS XS BROKERS INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN | QUINCY MA | 203 | $25.2M | $207K |
