Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments.............. Fidelity Capital & Income in their Schedule of Assets, totaling $11.1M 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 | YESHIVA UNIVERSITY YESHIVA UNIVERSITY RETIREMENT INCOME PLAN (BASIC PLAN) | NEW YORK NY | 2,155 | $734.3M | $4.8M |
| 2 | ASBURY AUTOMOTIVE GROUP LLC ASBURY AUTOMOTIVE RETIREMENT SAVINGS PLAN | DULUTH GA | 15,375 | $741.2M | $4.4M |
| 3 | DICK BLICK HOLDINGS, INC. DICK BLICK PROFIT SHARING PLAN |
HIGHLAND PARK IL |
| 1,683 |
| $102.1M |
| $1.3M |
| 4 | BASDEN STEEL AND ERECTION, INC. BASDEN STEEL CORPORATION 401(K) RETIREMENT SAVINGS PLAN | BURLESON TX | 972 | $9.6M | $198K |
| 5 | YESHIVA UNIVERSITY HIGH SCHOOLS YESHIVA UNIVERSITY HIGH SCHOOLS RETIREMENT INCOME PLAN | NEW YORK NY | 100 | $25.6M | $181K |
| 6 | ROBINSON INDUSTRIES, INC. ROBINSON INDUSTRIES EMPLOYEE 401(K) PLAN | COLEMAN MI | 158 | $15.2M | $136K |
| 7 | NATIONWIDE CHILDREN'S HOSPITAL NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN | COLUMBUS OH | 16,511 | $841.3M | $128K |
