Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Fid Capital & Income in their Schedule of Assets, totaling $7.9M 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 | ZWANGER & PESIRI RADIOLOGY GROUP ZWANGER & PESIRI RADIOLOGY GROUP 401(K) PLAN | LINDENHURST NY | 1,032 | $114.3M | $4.7M |
| 2 | GOTO FOODS LLC GOTO FOODS LLC 401(K) PLAN | ATLANTA GA | 2,804 | $93.8M | $1.3M |
| 3 | APPLE FEDERAL CREDIT UNION APPLE FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN |
FAIRFAX VA |
| 643 |
| $60.4M |
| $988K |
| 4 | CITADEL FEDERAL CREDIT UNION CITADEL RETIREMENT PLAN | EXTON PA | 554 | $84.1M | $566K |
| 5 | THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION SECTION 403(B) DEFINED CONTRIBUTION PLAN FOR TAX-EXEMPT COLLEGES AND UNIVERSITIES IN VIRGINIA | RICHMOND VA | 6,105 | $1.3B | $151K |
| 6 | SGI, INC. SGI, INC. 401(K) PROFIT SHARING PLAN | COSTA MESA CA | 142 | $15.2M | $127K |
| 7 | JEFFERSON UNIVERSITY PHYSICIANS JEFFERSON UNIVERSITY PHYSICIANS RETIREMENT PLAN | PHILADELPHIA PA | 3,407 | $520.9M | $6K |
