Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Fidelity: Capital & Income in their Schedule of Assets, totaling $79.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $40.8M |
| 2 | ALBERT EINSTEIN COLLEGE OF MEDICINE ALBERT EINSTEIN COLLEGE OF MEDICINE 403(B) RETIREMENT INCOME PLAN | BRONX NY | 2,100 | $593.5M | $6.2M |
| 3 | SKECHERS USA, INC. SKECHERS USA, INC. 401(K) PROFIT SHARING PLAN |
MANHATTAN BEACH CA |
| 10,693 |
| $237.0M |
| $4.2M |
| 4 | TATA COMMUNICATIONS (AMERICA) INC. TATA COMMUNICATIONS 401(K) PLAN | MATAWAN NJ | 535 | $169.5M | $4.2M |
| 5 | NEEDHAM & COMPANY, LLC NEEDHAM & COMPANY, LLC 401(K) PLAN | NEW YORK NY | 172 | $90.3M | $3.2M |
| 6 | NATIONAL ASSOCIATION OF HOME BUILDERS OF THE U.S NATIONAL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN | WASHINGTON DC | 260 | $127.1M | $2.2M |
| 7 | FAMILY HEALTHSERVICES MINNESOTA, P.A. ENTIRA FAMILY CLINICS 401(K) PROFIT SHARING PLAN | ST. PAUL MN | 273 | $71.8M | $2.2M |
| 8 | ORCHID MPS HOLDINGS, LLC ORCHID MPS HOLDINGS 401(K) PROFIT SHARING PLAN | MASON MI | 1,364 | $106.5M | $1.7M |
| 9 | ORCHID MPS HOLDINGS, LLC ORCHID MPS HOLDINGS 401(K) PROFIT SHARING PLAN | MASON MI | 1,364 | $106.5M | $1.7M |
| 10 | GEODE CAPITAL MANAGEMENT, LLC GEODE CAPITAL MANAGEMENT, LLC RETIREMENT PLAN | BOSTON MA | 189 | $89.3M | $1.5M |
