Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fidelity International Capital N/R in their Schedule of Assets, totaling $3.8M 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 | TEXAS WASATCH INSURANCE SERVICES, L.P. GOOSEHEAD INSURANCE 401K PLAN | WESTLAKE TX | 1,678 | $30.5M | $2.8M |
| 2 | ASSOCIATIONS, INC ASSOCIA, INC. 401(K) PLAN | RICHARDSON TX | 7,675 | $129.6M | $667K |
| 3 | ALKAMI TECHNOLOGY, INC. ALKAMI TECHNOLOGY, INC. 401(K) PLAN |
PLANO TX |
| 946 |
| $77.0M |
| $227K |
| 4 | NEXPERIA USA INC. NEXPERIA USA INC. 401(K) PLAN | RICHARDSON TX | 143 | $18.8M | $100K |
