Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Capital & Income Mutual Fund N/A in their Schedule of Assets, totaling $340K 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 | ADVANCED LIGHTING TECHNOLOGIES, LLC ADVANCED LIGHTING TECHNOLOGIES 401(K) RETIREMENT AND SAVINGS PLAN | GLENWILLOW OH | 506 | $66.4M | $261K |
| 2 | POLLY'S, INC. OUR GANG SAVINGS INCENTIVE PLAN | PLACENTIA CA | 841 | $7.9M | $69K |
| 3 | THE ROAD HOME THE ROAD HOME 403(B)(7) RETIREMENT PLAN |
SALT LAKE CITY UT |
| 356 |
| $10.3M |
| $9K |
