Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fidelity Over-the-Counter Portfolio-Class K in their Schedule of Assets, totaling $4.2M 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 | WERNER CO. WERNER CO. EMPLOYEE SAVINGS PLAN | WEST MIDDLESEX PA | 800 | $104.1M | $4.2M |
