Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Management & Research Co. Fidelity® Capital & Income Fund in their Schedule of Assets, totaling $63K 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 | CHOICE FINANCIAL, INC. CHOICE FINANCIAL, INC. 401K PLAN | WILMINGTON DE | 112 | $5.4M | $63K |
