Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fidelity Capital & Income N/R in their Schedule of Assets, totaling $2.4M 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 | VECTOR SECURITY, INC VECTOR SECURITY, INC. RETIREMENT SAVINGS PLAN | WARRENDALE PA | 1,529 | $151.1M | $2.4M |
| 2 | THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY THE WISTAR INSTITUTE RETIREMENT SAVINGS PROGRAM | PHILADELPHIA PA | 308 | $125.5M | $16K |
