Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Capital & Income Registered investment company in their Schedule of Assets, totaling $15.4M 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 | SQUIRE PATTON BOGGS (US) LLP SQUIRE PATTON BOGGS RETIREMENT SAVINGS PLAN | CLEVELAND OH | 1,123 | $868.6M | $12.7M |
| 2 | CORCORAN MANAGEMENT COMPANY, INC. CORCORAN COMPANIES PROFIT SHARING PLAN | BRAINTREE MA | 393 | $51.1M | $1.4M |
| 3 | CONCORD OPHTHALMOLOGIC ASSOCIATES PA |
CONCORD NH |
| 158 |
| $31.6M |
| $780K |
| 4 | CTL ENGINEERING, INC. CTL ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 371 | $29.3M | $263K |
| 5 | MOTION AND FLOW CONTROL PRODUCTS, INC. MOTION AND FLOW CONTROL PRODUCTS, INC. 401(K) PLAN | LITTLETON CO | 597 | $43.0M | $164K |
| 6 | A.B. DATA, LTD. A.B. DATA GROUP RETIREMENT AND SAVINGS PLAN | MILWAUKEE WI | 267 | $22.2M | $86K |
| 7 | AUSGAR TECHNOLOGIES, INC. AUSGAR TECHNOLOGIES,INC. 401K PROFIT SHARING PLAN | SAN DIEGO CA | 129 | $22.0M | $65K |
| 8 | T3W BUSINESS SOLUTIONS, INC. T3W BUSINESS SOLUTIONS, INC. 401(K) PLAN | SAN DIEGO CA | 147 | $7.3M | $11K |
