Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fidelity Capital Appreciation in their Schedule of Assets, totaling $245K 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 | BASDEN STEEL AND ERECTION, INC. BASDEN STEEL CORPORATION 401(K) RETIREMENT SAVINGS PLAN | BURLESON TX | 972 | $9.6M | $245K |
