Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fid Otc Portfolio Mutual fund - in their Schedule of Assets, totaling $25.3M 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 | THE POKEMON COMPANY INTERNATIONAL, INC. THE POKEMON COMPANY INTERNATIONAL, INC. 401(K) PLAN | BELLEVUE WA | 998 | $172.1M | $9.7M |
| 2 | LSI SOLUTIONS LSI SOLUTIONS SAVINGS AND INVESTMENT PLAN | VICTOR NY | 518 | $47.5M | $5.5M |
| 3 | SITIME CORPORATION SITIME 401(K) PLAN |
SANTA CLARA CA |
| 191 |
| $40.9M |
| $2.5M |
| 4 | TRIANZ DIGITAL CONSULTING, INC. TRIANZ RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 148 | $25.7M | $1.6M |
| 5 | RISKSPAN, INC. RISKSPAN, INC. 401(K) PLAN | ARLINGTON VA | 80 | $16.7M | $1.4M |
| 6 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $1.0M |
| 7 | JIM BASS FORD, INC. JIM BASS FORD, INC. 401(K) PLAN | SAN ANGELO TX | 158 | $12.1M | $750K |
| 8 | MIDOCEAN US ADVISOR LP MIDOCEAN US ADVISOR LP 401K PLAN | NEW YORK NY | 90 | $44.5M | $730K |
| 9 | ST. MARY'S UNIVERSITY ST. MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SAN ANTONIO TX | 707 | $192.2M | $453K |
| 10 | HOME OF GUIDING HANDS THE HOME OF GUIDING HANDS 403(B) PLAN | EL CAJON CA | 245 | $5.9M | $354K |
