Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding FIDELITY INTL CAPITAL APP M in their Schedule of Assets, totaling $799K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROYAL TRUCK AND TRAILER SALES AN ROYAL TRUCK AND TRAILER SALES AND SERVICES, INC. 401K PROFIT S | NORTHVILLE MI | 175 | $13.7M | $307K |
| 2 | MERGON CORPORATION MERGON CORPORATION 401(K) RETIREMENT PLAN | ANDERSON SC | 211 | $5.4M | $129K |
| 3 | BPA INTERNATIONAL, INC BPA INTERNATIONAL, INC 401(K) PLAN |
HUNTINGTON STATION NY |
| 116 |
| $3.6M |
| $106K |
| 4 | PATRICK K WILLIS COMPANY INC P K WILLIS COMPANY INC 401K PLAN | EL DORADO HILLS CA | 302 | $7.7M | $88K |
| 5 | THE LEARNING EXPERIENCE CORPORAT THE LEARNING EXPERIENCE 401K PLAN | DEERFIELD BEACH FL | 542 | $6.9M | $66K |
| 6 | 127 GROUP, LLC 127 GROUP 401K PLAN | PALM BEACH GARDENS FL | 273 | $3.8M | $43K |
| 7 | JUNIPER LANDSCAPING OF FLORIDA JUNIPER LANDSCAPING OF FLORIDA, LLC 401(K) PROFIT SHARING PLAN | FORT MYERS FL | 2,175 | $5.4M | $35K |
| 8 | ACM, LLC ACM, LLC 401(K) PLAN | CHAMBLEE GA | 91 | $3.2M | $18K |
| 9 | NEIGHBORHOOD ASSISTANCE CORPORAT NEIGHBORHOOD ASSISTANCE CORPORATION OF AMERICA 401K PROF | BOSTON MA | 203 | $5.3M | $7K |
