Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Capital Appreciation Fund # in their Schedule of Assets, totaling $2.7M 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 | DAYBREAK FOODS, INC. DAYBREAK FOODS INC 401(K) PLAN | LAKE MILLS WI | 841 | $12.4M | $1.4M |
| 2 | TECH-MARINE BUSINESS INC TECH-MARINE BUSINESS INC PROFIT SHARING & 401(K) PLAN | WASHINGTON DC | 178 | $33.7M | $761K |
| 3 | ESQUIRE BANK ESQUIRE BANK 401(K) PLAN |
JERICHO NY |
| 141 |
| $11.6M |
| $418K |
| 4 | C.F. FICK & SONS, INC. C.F. FICK & SONS 401(K) PLAN | GRAYLING MI | 161 | $5.1M | $127K |
| 5 | REGION IV AREA AGENCY ON AGING, INC REGION IV A.A.A. 403(B) PLAN | SAINT JOSEPH MI | 84 | $6.9M | $35K |
