Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Fid Otc Portfolio in their Schedule of Assets, totaling $10.7M 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 | PUBWORX SERVICES LLC PUBWORX 401(K) PLAN | NEW YORK NY | 126 | $29.0M | $4.1M |
| 2 | VENDAVO, INC. VENDAVO 401(K) PLAN | DENVER CO | 165 | $35.0M | $3.8M |
| 3 | NATIONAL ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS NATIONAL ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS SECTION 403(B) PLAN |
RESTON VA |
| 63 |
| $17.5M |
| $1.0M |
| 4 | TRITON CONSTRUCTION COMPANY, LLC TRITON CONSTRUCTION 401K PLAN | NEW YORK NY | 114 | $31.3M | $741K |
| 5 | JEFFERSON UNIVERSITY PHYSICIANS JEFFERSON UNIVERSITY PHYSICIANS RETIREMENT PLAN | PHILADELPHIA PA | 3,407 | $520.9M | $501K |
| 6 | IATSE 127 IATSE LOCAL 127 PENSION PLAN | DALLAS TX | 2,572 | $8.7M | $157K |
| 7 | LUMACORP, INC. LUMACORP INC. 401(K) PLAN | DALLAS TX | 180 | $7.7M | $133K |
| 8 | ILJIN USA CORPORATION ILJIN 401(K) PLAN | NOVI MI | 192 | $9.0M | $77K |
| 9 | THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION SECTION 403(B) DEFINED CONTRIBUTION PLAN FOR TAX-EXEMPT COLLEGES AND UNIVERSITIES IN VIRGINIA | RICHMOND VA | 6,105 | $1.3B | $60K |
| 10 | QUINNIPIAC UNIVERSITY QUINNIPIAC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | HAMDEN CT | 1,281 | $335.0M | $33K |
