Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Company * Fidelity Management Trust Fidelity OTC Portfolio in their Schedule of Assets, totaling $2.9M 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 | NATIONAL COMMITTEE FOR QUALITY ASSURANCE NATIONAL COMMITTEE FOR QUALITY ASSURANCE 403(B) PL | WASHINGTON DC | 466 | $64.0M | $1.7M |
| 2 | ASSYST, INC. ASSYST 401K PLAN | STERLING VA | 106 | $26.2M | $1.1M |
