Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Investments* Fidelity International Capital Appreciation Fund in their Schedule of Assets, totaling $68.2M 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 | THE SHERWIN-WILLIAMS COMPANY THE SHERWIN-WILLIAMS COMPANY 401(K) PLAN | CLEVELAND OH | 47,319 | $10.6B | $59.2M |
| 2 | WEST COAST MATERIALS, INC. WEST COAST MATERIALS, INC. 401(K) PROFIT SHARING PLAN | BUENA PARK CA | 683 | $51.2M | $2.0M |
| 3 | NIAGARA BOTTLING, LLC NIAGARA WATER RETIREMENT PLAN |
DIAMOND BAR CA |
| 7,947 |
| $272.3M |
| $1.9M |
| 4 | ELGA CREDIT UNION ELGA CREDIT UNION EMPLOYEE'S 401(K) PLAN | BURTON MI | 310 | $29.5M | $1.5M |
| 5 | PEMBINA US CORPORATION PEMBINA U.S. CORPORATION WEALTH ACCUMULATION PLAN | HOUSTON TX | 268 | $68.3M | $924K |
| 6 | PEMBINA US CORPORATION PEMBINA U.S. CORPORATION WEALTH ACCUMULATION PLAN | HOUSTON TX | 213 | $54.3M | $828K |
| 7 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $335K |
| 8 | CCJ & ASSOCIATES, LLC CCJ & ASSOCIATES, LLC 401(K) PLAN | LAPORTE TX | 116 | $15.9M | $279K |
| 9 | BEAR RIVER MUTUAL INSURANCE COMPANY BEAR RIVER MUTUAL INSURANCE COMPANY PROFIT SHARING PLAN 401(K) | MURRAY UT | 171 | $18.4M | $243K |
| 10 | COCKRELL INTERESTS LLC COCKRELL INTERESTS THRIFT PLAN | HOUSTON TX | 101 | $30.0M | $231K |
