Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Capital and Income in their Schedule of Assets, totaling $551K 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 | TITANX ENGINE COOLING, INC TITANX ENGINE COOLING, INC 401(K) PLAN | JAMESTOWN NY | 257 | $30.0M | $470K |
| 2 | HARBOR GROUP INCORPORATED HARBOR GROUP INCORPORATED PROFIT SHARING 401(K) PLAN | MUSKEGON MI | 225 | $31.9M | $81K |
