Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments International Capital Appreciation in their Schedule of Assets, totaling $15.0M 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 | VERINT SYSTEMS INC. VERINT SYSTEMS INC. 401(K) SAVINGS PLAN | MELVILLE NY | 1,385 | $415.4M | $11.6M |
| 2 | MESSERLI & KRAMER, P.A. MESSERLI & KRAMER, P.A. SAVINGS & RETIREMENT PLAN | MINNEAPOLIS MN | 274 | $45.9M | $1.6M |
| 3 | AXIENT, LLC AXIENT 401(K) PLAN |
HUNTSVILLE AL |
| 1,796 |
| $318.8M |
| $1.3M |
| 4 | THE PARK SCHOOL OF BALTIMORE, INC. THE PARK SCHOOL ANNUITY PLAN | BALTIMORE MD | 215 | $62.0M | $271K |
| 5 | PACIFIC NORTHWEST BALLET PACIFIC NORTHWEST BALLET ASSOCIATION EMPLOYEE BENEFIT PLAN (STAFF) | SEATTLE WA | 185 | $14.1M | $172K |
