Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity International Capital Appreciation in their Schedule of Assets, totaling $15.0M 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 | SRF CONSULTING GROUP, INC. SRF CONSULTING, INC. PROFIT SHARING PLAN | MINNEAPOLIS MN | 379 | $90.0M | $5.6M |
| 2 | AKEBONO BRAKE CORPORATION AKEBONO BRAKE CORPORATION RETIREMENT SAVINGS PLAN | FARMINGTON HILLS MI | 1,251 | $148.1M | $4.4M |
| 3 | BOARD OF TRUSTEES OF THE ROCKFORD PIPE TRADES INDUSTRY PENSION FUND |
ROCKFORD IL |
| 485 |
| $228.9M |
| $2.5M |
| 4 | CANAL HR, INC. CANAL HR, INC. QUALIFIED RETIREMENT PLAN | METAIRIE LA | 885 | $45.9M | $1.6M |
| 5 | ILLINOIS FARM BUSINESS FARM MANAGEMENT ASSOCIATION ILLINOIS FARM BUSINESS FARM MANAGEMENT ASSOCIATION 401(K) RETIREMENT PLAN AND TRUST | URBANA IL | 158 | $30.0M | $294K |
| 6 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $219K |
| 7 | CONNEX CREDIT UNION, INC. CONNEX CREDIT UNION, INC. 401(K) PLAN AND TRUST | NORTH HAVEN CT | 162 | $19.5M | $213K |
| 8 | UPHAMS CORNER HEALTH COMMITTEE, INC. UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 502 | $27.3M | $83K |
| 9 | UNIVERSITY OF MICHIGAN CREDIT UNION UNIVERSITY OF MICHIGAN CREDIT UNION 401(K) SAVINGS PLAN | ANN ARBOR MI | 236 | $22.6M | $54K |
| 10 | DENOOYER/METRO AUTO DENOOYER/METRO AUTOMOTIVE GROUP PROFIT SHARING 401(K) PLAN | ALBANY NY | 318 | $10.9M | $25K |
