Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity Capital and Income Fund in their Schedule of Assets, totaling $12.5M 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 | PLATINUM EQUITY, LLC PLATINUM EQUITY 401(K) PLAN | BEVERLY HILLS CA | 484 | $313.1M | $8.5M |
| 2 | PHIBRO ANIMAL HEALTH CORPORATION PHIBRO ANIMAL HEALTH CORPORATION 401(K) RETIREMENT AND SAVINGS PLAN | TEANECK NJ | 974 | $175.5M | $3.8M |
| 3 | GOODWILL INDUSTRIES OF GREATER GRAND RAPIDS, INC. |
GRANDVILLE MI |
| 705 |
| $8.4M |
| $130K |
| 4 | FIREBIRD RESTAURANT GROUP, LLC FIREBIRD RESTAURANT GROUP, LLC 401(K) PLAN | DALLAS TX | 743 | $1.3M | $34K |
