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 Appreciation K Fund in their Schedule of Assets, totaling $2.8M 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 | MEADVILLE FORGING COMPANY, L.P. MEADVILLE FORGING COMPANY PROFIT SHARING RETIREMENT AND SAVINGS | NORTHFIELD IL | 142 | $34.8M | $1.6M |
| 2 | MEADVILLE FORGING COMPANY, L.P. MEADVILLE FORGING COMPANY 401(K) PLAN FOR UNION EMPLOYEES | NORTHFIELD IL | 142 | $11.2M | $1.2M |
