Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Fidelity® Capital & Income Mutual Fund in their Schedule of Assets, totaling $18.9M 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 | PRECISELY SOFTWARE INCORPORATED PRECISELY SOFTWARE INCORPORATED 401(K) PLAN | BURLINGTON MA | 1,179 | $329.4M | $5.8M |
| 2 | GOULD MEDICAL GROUP INC. GOULD MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | MODESTO CA | 488 | $483.3M | $2.8M |
| 3 | MID-OHIO EMERGENCY SERVICES, LLC |
COLUMBUS OH |
| 160 |
| $99.6M |
| $2.1M |
| 4 | INFINITE CAMPUS, INC. INFINITE CAMPUS, INC. EMPLOYEES SAVINGS TRUST | BLAINE MN | 615 | $75.7M | $2.0M |
| 5 | PBK ARCHITECTS, INC. PBK ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 1,060 | $121.0M | $1.1M |
| 6 | PRECISE SYSTEMS, INC. PRECISE SYSTEMS, INC. 401(K) PLAN | LEXINGTON PARK MD | 1,312 | $98.2M | $763K |
| 7 | GIBNEY, ANTHONY & FLAHERTY, LLP GIBNEY, ANTHONY & FLAHERTY LLP PROFIT SHARING PLAN | NEW YORK NY | 109 | $56.6M | $660K |
| 8 | NATURAL ORGANICS, INC. NATURAL ORGANICS, INC. 401(K) PLAN | MELVILLE NY | 423 | $30.9M | $534K |
| 9 | BREVARD PHYSICIAN ASSOCIATES, PLLC BREVARD PHYSICIAN ASSOCIATES 401(K) PROFIT SHARING PLAN | MELBOURNE FL | 242 | $120.8M | $434K |
| 10 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $425K |
