Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Intl Cptl Apprec K6 in their Schedule of Assets, totaling $23.2M 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 | PREMIUM BRANDS SERVICES LLC PREMIUM BRANDS SERVICES LLC 401(K) SAVINGS PLAN | MAHWAH NJ | 11,631 | $382.6M | $13.2M |
| 2 | STOLL KEENON OGDEN PLLC STOLL KEENON OGDEN PROFIT SHARING PLAN | LEXINGTON KY | 215 | $167.9M | $6.9M |
| 3 | ADOLFSON & PETERSON, INC. ADOLFSON & PETERSON, INC. SALARY SAVINGS PLAN |
MINNEAPOLIS MN |
| 566 |
| $84.2M |
| $1.4M |
| 4 | WATERFORD BANK, N.A. WATERFORD BANK RETIREMENT SAVINGS PLAN | TOLEDO OH | 105 | $21.4M | $692K |
| 5 | SMITHERS-OASIS COMPANY SMITHERS-OASIS COMPANY RETIREMENT SAVINGS PLAN | KENT OH | 258 | $42.1M | $303K |
| 6 | TKC HOLDINGS, INC. TKC HOLDINGS, INC. RETIREMENT PLAN | ST. LOUIS MO | 4,897 | $281.9M | $283K |
| 7 | VISTA CARE WISCONSIN, INC. VISTA CARE EMPLOYEES 401(K) PLAN | SHEBOYGAN WI | 792 | $4.3M | $209K |
| 8 | HERITAGE INSURANCE HOLDINGS, INC HERITAGE INSURANCE HOLDINGS, INC. RETIREMENT SAVINGS PLAN | TAMPA FL | 540 | $36.3M | $80K |
| 9 | DUFRESNE SPENCER GROUP HOLDINGS, LLC ASHLEY FURNITURE HOMESTORE 401(K) PLAN | MEMPHIS TN | 573 | $28.8M | $36K |
| 10 | WENGERS OF MYERSTOWN, INC. WENGERS OF MYERSTOWN 401(K) PLAN | MYERSTOWN PA | 131 | $15.5M | $7K |
