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 Appreciation Fund in their Schedule of Assets, totaling $24.1M 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 | BLUE BELL CREAMERIES, INC. BLUE BELL CREAMERIES, INC. 401(K) PLAN | BRENHAM TX | 3,698 | $195.3M | $20.6M |
| 2 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $2.6M |
| 3 | KYMERA INTERNATIONAL KYMERA INTERNATIONAL 401(K) PLAN |
DURHAM NC |
| 579 |
| $32.5M |
| $863K |
