Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Capital & Income Registered investment companies in their Schedule of Assets, totaling $274K 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 | ST. JOHN'S UNIVERSITY ST. JOHN'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | JAMAICA NY | 3,106 | $1.4B | $150K |
| 2 | AUDEMARS PIGUET NORTH AMERICA, INC AUDEMARS PIGUET NORTH AMERICA INC. 401(K) PROFIT SHARING PLAN | CLEARWATER FL | 203 | $24.4M | $96K |
| 3 | BUCKLEY FUTURES LLC |
PHILADELPHIA PA |
| 220 |
| $4.0M |
| $28K |
