Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Fidelity Otc Portfolio in their Schedule of Assets, totaling $19.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COLUMBIA BANK COLUMBIA BANK SAVINGS AND INVESTMENT PLAN | FAIR LAWN NJ | 806 | $141.7M | $9.3M |
| 2 | CHELSEA PIERS L.P. CHELSEA PIERS L.P. 401(K) RETIREMENT PLAN | NEW YORK NY | 321 | $25.4M | $2.5M |
| 3 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 403(B) RETIREMENT PLAN |
BOSTON MA |
| 760 |
| $305.3M |
| $1.8M |
| 4 | KINSEYS ARCHERY PRODUCTS, INC. KINSEY'S ARCHERY PRODUCTS, INC. PROFIT SHARING PLAN | MOUNT JOY PA | 99 | $19.4M | $1.8M |
| 5 | GIORGIO FOODS, INC. GIORGIO COMPANIES PROFIT SHARING & 401(K) PLAN | BLANDON PA | 2,554 | $101.7M | $1.8M |
| 6 | SUN HEALTH EMPLOYEE SERVICES, LLC. SUN HEALTH EMPLOYEE SERVICES 401(K) PLAN | SURPRISE AZ | 913 | $14.2M | $728K |
| 7 | CRESCENT BANK CRESCENT BANK RETIREMENT SAVINGS PLAN | METAIRIE LA | 291 | $23.0M | $672K |
| 8 | HENRY AVOCADO CORPORATION HENRY AVOCADO CORPORATION | ESCONDIDO CA | 108 | $22.5M | $329K |
| 9 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY 403(B) SALARY DEFERRAL AND DEFINED CONTRIBUTION PLAN | BIRMINGHAM AL | 1,596 | $127.0M | $85K |
| 10 | THE MOORINGS, INCORPORATED MOORINGS PARK INSTITUTE, INC. TAX SHELTERED RETIREMENT ANNUITY PLAN | NAPLES FL | 853 | $45.4M | $82K |
