Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FID Otc K Mutual Fund in their Schedule of Assets, totaling $34.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $12.0M |
| 2 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $11.3M |
| 3 | AMERICAN SOFTWARE, INC. |
ATLANTA GA |
| 227 |
| $78.5M |
| $8.0M |
| 4 | OMIDYAR NETWORK SERVICES LLC OMIDYAR NETWORK SERVICES 401(K) PLAN | REDWOOD CITY CA | 54 | $25.7M | $2.1M |
| 5 | NEW YORK STATE PUBLIC EMPLOYEES FEDERATION,AFL-CIO NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-UNION PLAN | ALBANY NY | 123 | $11.7M | $662K |