Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Capital and Income Fund in their Schedule of Assets, totaling $25.9M 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 | EISAI CORPORATION OF NORTH AMERICA THE EISAI RETIREMENT PLAN | NUTLEY NJ | 1,779 | $927.2M | $18.3M |
| 2 | DYKEMA GOSSETT PLLC DYKEMA GOSSETT PLLC SAVINGS AND INVESTMENT PLAN | DETROIT MI | 763 | $345.6M | $6.9M |
| 3 | KYMERA INTERNATIONAL KYMERA INTERNATIONAL 401(K) PLAN |
DURHAM NC |
| 579 |
| $32.5M |
| $787K |
