Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding FID OTC PORTFOLIO in their Schedule of Assets, totaling $5.2M 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 | HAGAR RESTAURANT EQUIPMENT SERVICE, INC. HAGAR RESTAURANT EQUIPMENT SERVICE, INC. 401(K) PLAN | OKLAHOMA CITY OK | 177 | $14.2M | $1.2M |
| 2 | NA HOKU, INC. THE NA HOKU, INC. 401(K) SAVINGS PLAN | HONOLULU HI | 384 | $31.4M | $1.1M |
| 3 | HAMILTON COLLEGE HAMILTON COLLEGE 403(B) RETIREMENT PLAN |
CLINTON NY |
| 772 |
| $351.8M |
| $938K |
| 4 | DETEX CORPORATION DETEX CORPORATION 401(K) & PROFIT SHARING PLAN | NEW BRAUNFELS TX | 121 | $12.7M | $600K |
| 5 | MONMOUTH UNIVERSITY, INC. MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WEST LONG BRANCH NJ | 966 | $359.0M | $465K |
| 6 | THE INSTITUTE FOR APPLIED NETWORK SECURITY THE INSTITUTE FOR APPLIED NETWORK SECURITY 401(K) PLAN | BOSTON MA | 200 | $14.6M | $446K |
| 7 | INNER CITY LAW CENTER INNER CITY LAW CENTER 401(K) PLAN | LOS ANGELES CA | 147 | $9.2M | $189K |
| 8 | ALTERNATIVES, INC. ALTERNATIVES, INC. 401(K) PLAN | RARITAN NJ | 266 | $12.2M | $183K |
| 9 | FSCX, INC. FSCX, INC. 401(K) PLAN | LAWTON OK | 191 | $2.4M | $96K |
| 10 | THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B). THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B) | ALBUQUERQUE NM | 107 | $18.1M | $20K |
