Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity OTC Portfolio in their Schedule of Assets, totaling $37.3M 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 | PSA AIRLINES, INC. PSA AIRLINES, INC. 401(K) SAVINGS PLAN | VANDALIA OH | 7,153 | $242.1M | $16.9M |
| 2 | PIEDMONT AIRLINES, INC. PIEDMONT AIRLINES INC. EMPLOYEE SAVINGS PLAN | SALISBURY MD | 21,826 | $225.5M | $7.1M |
| 3 | FRANCO MANUFACTURING CO., INC. FRANCO MANUFACTURING 401K & PROFIT SHARING PLAN |
METUCHEN NJ |
| 183 |
| $27.5M |
| $4.1M |
| 4 | PIEDMONT AIRLINES, INC. PIEDMONT AIRLINES INC. 401K SAVINGS PLAN FOR PILOTS | SALISBURY MD | 1,829 | $85.7M | $3.4M |
| 5 | LRP PUBLICATIONS, INC. LRP PUBLICATIONS, INC. PLAN | PALM BEACH GARDENS FL | 96 | $32.0M | $2.7M |
| 6 | GUTTMACHER INSTITUTE GUTTMACHER INSTITUTE RETIREMENT PLAN | NEW YORK NY | 140 | $49.5M | $2.0M |
| 7 | ROCKFORD CORPORATION ROCKFORD CORPORATION 401(K) RETIREMENT SAVINGS PLAN | TEMPE AZ | 108 | $21.9M | $974K |
