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 Fidelity Capital and Income Fund in their Schedule of Assets, totaling $2.1M 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 | BROSE NORTH AMERICA, INC. BROSE NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | AUBURN HILLS MI | 2,508 | $146.6M | $1.2M |
| 2 | INCHARGE INSTITUTE OF AMERICA, INC INCHARGE INSTITUTE 401(K) PLAN AND TRUST | ORLANDO FL | 117 | $10.3M | $407K |
| 3 | INCHARGE EDUCATION FOUNDATION, INC. |
ORLANDO FL |
| 117 |
| $12.1M |
| $367K |
| 4 | SOMFY SYSTEMS, INC. SOMFY SYSTEMS, INC. EMPLOYEES PROFIT SHARING PLAN | DAYTON NJ | 146 | $40.9M | $179K |
