Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments Capital & Income Fund - in their Schedule of Assets, totaling $38.0M 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 | QORVO US, INC. QORVO 401(K) PLAN | HILLSBORO OR | 4,547 | $1.2B | $27.0M |
| 2 | FASTENER INDUSTRIES, INC. FASTENER INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | BEREA OH | 207 | $84.1M | $5.1M |
| 3 | PHYSICAL SCIENCES INC. PHYSICAL SCIENCES INC. 401(K) PLAN |
ANDOVER MA |
| 260 |
| $79.2M |
| $2.6M |
| 4 | SOUTHERN STATES COOPERATIVE, INC. RETIREMENT PLAN FOR EMPLOYEES OF SOUTHERN STATES | RICHMOND VA | 267 | $194.7M | $2.4M |
| 5 | HERRERO BUILDERS, INC. HERRERO BUILDERS, INC. PROFIT SHARING RETIREMENT PLAN | SAN FRANCISCO CA | 98 | $20.9M | $353K |
| 6 | ESTWING MANUFACTURING CO, INC. ESTWING MANUFACTURING COMPANY EMPLOYEES 401(K) PLAN | ROCKFORD IL | 208 | $22.9M | $324K |
| 7 | ZOO DIGITAL PRODUCTION THE ZOO DIGITAL PRODUCTION 401(K) PLAN | EL SEGUNDO CA | 103 | $5.4M | $100K |
| 8 | REGION IV AREA AGENCY ON AGING, INC REGION IV A.A.A. 403(B) PLAN | SAINT JOSEPH MI | 84 | $6.9M | $8K |
