Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Capital Appreciation Fund in their Schedule of Assets, totaling $417K 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 | UTAH MEDICAL PRODUCTS, INC. UTAH MEDICAL PRODUCTS, INC. 401(K) RETIREMENT PLAN | MIDVALE UT | 107 | $10.8M | $221K |
| 2 | G & G OUTFITTERS, INC. FORBES RETIREMENT PLAN | LANHAM MD | 370 | $25.3M | $189K |
| 3 | WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE |
KALAMAZOO MI |
| 488 |
| $49.4M |
| $7K |
