Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered investment companies * Fidelity - Capital & Income Fund M utual fund - participant directed N/A N/A in their Schedule of Assets, totaling $3.0M 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 | INTERNATIONAL UNION, UAW INTERNATIONAL UAW STAFF SEVERANCE PLAN | DETROIT MI | 602 | $212.8M | $3.0M |
