Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Intl Cptl Apprec K6 Registered Investment Company in their Schedule of Assets, totaling $28.2M 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 | COZEN OCONNOR COZEN OCONNOR PROFIT SHARING PLAN A | PHILADELPHIA PA | 1,527 | $750.8M | $24.0M |
| 2 | BERNHARDT FURNITURE COMPANY BERNHARDT FURNITURE COMPANY RETIREMENT PLAN | LENOIR NC | 1,105 | $57.7M | $2.0M |
| 3 | COZEN OCONNOR COZEN OCONNOR PROFIT SHARING PLAN B |
PHILADELPHIA PA |
| 714 |
| $39.6M |
| $612K |
| 4 | ACCESS PLANS, LLC RMS EASYPLAN | WYLIE TX | 3,738 | $125.9M | $483K |
| 5 | COZEN OCONNOR COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST | PHILADELPHIA PA | 335 | $28.0M | $425K |
| 6 | SWANSON HEALTH PRODUCTS, INC. SWANSON HEALTH PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | FARGO ND | 458 | $29.5M | $256K |
| 7 | SAN DIEGO HUMANE SOCIETY S.P.C.A. SAN DIEGO HUMANE SOCIETY AND S.P.C.A. RETIREMENT PLAN | SAN DIEGO CA | 696 | $28.6M | $224K |
| 8 | EMPOWER CLINIC SERVICES LLC EMPOWER PHARMACY 401(K) PLAN | HOUSTON TX | 1,132 | $14.9M | $139K |
