Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Fidelity OTC in their Schedule of Assets, totaling $3.7M 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 | GROSS, MENDELSOHN & ASSOCIATES, PA GROSS MENDELSOHN & ASSOCIATES PA 401(K) PROFIT SHARING PLAN | BALTIMORE MD | 133 | $47.5M | $1.7M |
| 2 | ORBCOMM LLC ORBCOMM LLC 401(K) PLAN | ROCHELLE PARK NJ | 215 | $42.0M | $917K |
| 3 | LUCAS OIL PRODUCTS, INC. LUCAS OIL PRODUCTS, INC. 401(K) PLAN |
INDIANAPOLIS IN |
| 480 |
| $33.6M |
| $538K |
| 4 | MICCOSUKEE TRIBE OF INDIANS OF FLORIDA MICCOSUKEE TRIBE OF INDIANS OF FLORIDA 401(K) PLAN | MIAMI FL | 1,172 | $45.3M | $324K |
| 5 | ALTAONE FEDERAL CREDIT UNION ALTAONE FEDERAL CREDIT UNION 401(K) PLAN | RIDGECREST CA | 186 | $10.7M | $240K |
