Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity OTC K6 Portfolio in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THERMOSTAT INTERMEDIATE HOLDINGS, LLC PREMISTAR 401(K) PLAN | DEERFIELD IL | 1,803 | $53.5M | $2.6M |
| 2 | COMPUTER GENERATED SOLUTIONS, INC. COMPUTER GENERATED SOLUTIONS, INC. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 419 | $44.9M | $6K |
