Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Management Trust Company Fid Capital & Income in their Schedule of Assets, totaling $19.7M 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 | MICROCHIP TECHNOLOGY INCORPORATED MICROCHIP TECHNOLOGY INCORPORATED SAVINGS PLAN | CHANDLER AZ | 6,662 | $1.6B | $18.4M |
| 2 | LANGLEY & BANACK, INC. LANGLEY & BANACK, INCORPORATED EMPLOYEES PROFIT SHARING PLAN AND TRUST | SAN ANTONIO TX | 151 | $33.8M | $1.2M |
| 3 | DEWPOINT, LLC |
LANSING MI |
| 167 |
| $27.4M |
| $115K |
| 4 | ROBERT MORRIS UNIVERSITY ROBERT MORRIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MOON TOWNSHIP PA | 614 | $187.6M | $4K |
