Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fidelity Fidelity® Capital & Income Fund in their Schedule of Assets, totaling $12.1M 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 | HOUSTON RADIOLOGY ASSOCIATED HOUSTON RADIOLOGY ASSOCIATED PROFIT SHARING PLAN | HOUSTON TX | 134 | $109.7M | $2.3M |
| 2 | SOS INTERNATIONAL LLC SOS INTERNATIONAL LLC 401(K) PROFIT SHARING PLAN | RESTON VA | 1,695 | $173.7M | $2.2M |
| 3 | INSTITUTIONAL INVESTOR, LLC |
NEW YORK NY |
| 292 |
| $98.7M |
| $2.0M |
| 4 | SAFRAN PASSENGER INNOVATIONS LLC SAFRAN PASSENGER INNOVATIONS LLC. 401K PLAN AND TRUST | BREA CA | 556 | $74.0M | $1.6M |
| 5 | TORY BURCH, LLC TORY BURCH, LLC 401(K) PLAN | NEW YORK NY | 4,315 | $117.7M | $1.2M |
| 6 | STERLING-RICE GROUP, INC. STERLING-RICE GROUP, INC. 401(K) PROFIT SHARING PLAN | BOULDER CO | 76 | $20.4M | $735K |
| 7 | GREAT NECK TOOLS, INC. 401(K) PLAN GREAT NECK TOOLS, INC. 401(K) PLAN | MINEOLA NY | 421 | $20.5M | $469K |
| 8 | R-V INDUSTRIES, INC. R-V INDUSTRIES, INC. 401(K) & PROFIT SHARING PLAN | HONEY BROOK PA | 353 | $29.9M | $356K |
| 9 | ONE CALL CONCEPTS, INC. ONE CALL CONCEPTS, INC. 401K PLAN | HANOVER MD | 383 | $24.5M | $305K |
| 10 | THE AUGUST JACKSON COMPANY ARC 401(K) EMPLOYEE RETIREMENT PLAN | GAITHERSBURG MD | 160 | $16.3M | $285K |
