Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fidelity OTC Portfolio Fund in their Schedule of Assets, totaling $1.1M 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 | INTEGREON MANAGED SOLUTIONS, INC. INTEGREON MANAGED SOLUTIONS, INC. 401(K) PLAN | FARGO ND | 585 | $10.5M | $761K |
| 2 | DATACORE SOFTWARE CORPORATION DATACORE SOFTWARE CORPORATION 401(K)PLAN | FORT LAUDERDALE FL | 47 | $14.4M | $350K |
