Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity OTC Portfolio Fund # in their Schedule of Assets, totaling $3.9M 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 | SANDMEYER STEEL COMPANY SANDMEYER STEEL COMPANY CAPITAL ACCUMULATION PLAN | PHILADELPHIA PA | 82 | $28.9M | $2.7M |
| 2 | MARKEN LLP THE MARKEN 401K PLAN | DURHAM NC | 658 | $23.3M | $990K |
| 3 | WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES WAICU RETIREMENT READINESS PLAN |
MADISON WI |
| 1,904 |
| $418.0M |
| $303K |
