Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Capital Appreciation Portfolio in their Schedule of Assets, totaling $118K 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 | WISE BUSINESS FORMS WISE BUSINESS FORMS, INC 401(K) PROFIT SHARING PLAN & TRUST | ALPHARETTA GA | 253 | $18.6M | $118K |
