Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Investments* Fidelity OTC Portfolio in their Schedule of Assets, totaling $39.4M 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 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $9.8M |
| 2 | LEXICON PHARMACEUTICALS, INC. LEXICON PHARMACEUTICALS, INC. 401 (K) PLAN | THE WOODLANDS TX | 109 | $64.7M | $7.1M |
| 3 | R. H. BARRINGER DISTRIBUTING CO., INC. |
GREENSBORO NC |
| 898 |
| $61.3M |
| $6.2M |
| 4 | PEMBINA US CORPORATION PEMBINA U.S. CORPORATION WEALTH ACCUMULATION PLAN | HOUSTON TX | 268 | $68.3M | $4.5M |
| 5 | PEMBINA US CORPORATION PEMBINA U.S. CORPORATION WEALTH ACCUMULATION PLAN | HOUSTON TX | 213 | $54.3M | $3.2M |
| 6 | XANEDU PUBLISHING, INC. XANEDU PUBLISHING RETIREMENT PLAN | ANN ARBOR MI | 105 | $17.0M | $2.1M |
| 7 | M & H ENTERPRISES, INC. M & H ENTERPRISES, INC. 401(K) PLAN | SPRING TX | 94 | $26.5M | $1.9M |
| 8 | TIBER CREEK CONSULTING, INC TIBER CREEK CONSULTING, INC 401(K) PLAN | FAIRFAX VA | 237 | $36.4M | $1.5M |
| 9 | PEMBINA US CORPORATION PEMBINA U.S. CORPORATION AND AFFILIATES MONEY PURCHASE PENSION PLAN | HOUSTON TX | 268 | $14.4M | $969K |
| 10 | FCL BUILDERS, LLC FCL BUILDERS, LLC 401(K) PLAN | ITASCA IL | 264 | $26.0M | $839K |
