Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fidelity investments Fidelity Capital & Income Fund in their Schedule of Assets, totaling $28.6M 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 | ATLAS AIR, INC. THE ATLAS AIR, INC. RETIREMENT PLAN | PURCHASE NY | 4,621 | $1.1B | $13.6M |
| 2 | EPPENDORF HOLDING, INCORPORATED EPPENDORF HOLDINGS, INC. 401(K) PLAN | ENFIELD CT | 761 | $133.3M | $2.8M |
| 3 | ALUDYNE INC ALUDYNE INC. 401(K) PLAN |
| 2,108 |
| $99.4M |
| $1.9M |
| 4 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 | $317.9M | $1.7M |
| 5 | AMERICAN FOREST & PAPER ASSOCIATION, INC. AMERICAN FOREST & PAPER ASSOCIATION, INC. SAVINGS PLAN | WASHINGTON DC | 108 | $64.8M | $1.4M |
| 6 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $1.2M |
| 7 | COMPTIA COMPUTING TECHNOLOGY INDUSTRY ASSOCIATION, INC. 401(K) PLAN | OAKBROOK TERRACE IL | 441 | $84.9M | $1.2M |
| 8 | TRADELINK LLC TRADELINK LLC 401(K) PROFIT SHARING PLAN | CHICAGO IL | 86 | $32.5M | $1.1M |
| 9 | JMK INTERNATIONAL INC. JMK HOLDINGS 401(K) RETIREMENT SAVINGS PLAN | WEATHERFORD TX | 367 | $9.8M | $604K |
| 10 | AVOX SYSTEMS INC. AVOX SYSTEMS 401(K) PLAN | LANCASTER NY | 139 | $31.7M | $565K |
