Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Fidelity® Capital & Income in their Schedule of Assets, totaling $3.9M 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 | COLUMBIA BANK COLUMBIA BANK SAVINGS AND INVESTMENT PLAN | FAIR LAWN NJ | 806 | $141.7M | $1.3M |
| 2 | INSTITUTIONAL SHAREHOLDER SERVICES INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 752 | $190.8M | $1.3M |
| 3 | SUPPLYFORCE.COM, LLC SUPPLYFORCE 401(K) PLAN |
KING OF PRUSSIA PA |
| 125 |
| $15.4M |
| $308K |
| 4 | REGENCY INTEGRATED HEALTH SERVICES REGENCY INTEGRATED HEALTH SERVICES 401(K) PLAN | VICTORIA TX | 9,579 | $13.5M | $277K |
| 5 | PEARL TECHNOLOGY, LLC PEARL TECHNOLOGY, LLC RETIREMENT & SAVINGS PLAN | PEORIA HEIGHTS IL | 48 | $13.8M | $245K |
| 6 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 760 | $305.3M | $151K |
| 7 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $126K |
| 8 | INTERNATIONAL FULFILLMENT SOLUTIONS, LLC INTERNATIONAL FULFILLMENT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 326 | $5.3M | $104K |
| 9 | ALLIED MINERAL PRODUCTS HOLDING INC ALLIED MINERAL PRODUCTS 401(K) PLAN | COLUMBUS OH | 523 | $13.7M | $61K |
| 10 | MSD PARTNERS, L.P. MSD PARTNERS, L.P. 401(K) PLAN | NEW YORK NY | 155 | $52.9M | $31K |
