Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Management Trust Co. Fidelity Capital Appreciation Fund (i) in their Schedule of Assets, totaling $595K 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 | INOPEX MANAGEMENT SERVICES, INC. INOPEX MANAGEMENT SERVICES, INC. | SAN ANTONIO TX | 203 | $11.8M | $595K |
