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 & Income N/R in their Schedule of Assets, totaling $237K 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 | ACCESS & INTEGRATED PRACTICE HOLDINGS LLC ACCESS & INTEGRATED PRACTICE HOLDINGS 401(K) PLAN | BLOOMINGTON MN | 623 | $57.1M | $237K |
