Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management Trust Company OTC Portfolio in their Schedule of Assets, totaling $1.5M 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 | PROFILE PRODUCTS LLC PROFILE PRODUCTS LLC EMPLOYEES' SAVINGS & RETIREMENT PLAN | BUFFALO GROVE IL | 567 | $23.7M | $782K |
| 2 | GREATER FAMILY HEALTH GREATER FAMILY HEALTH 401(K) PLAN | ELGIN IL | 407 | $17.6M | $516K |
| 3 | CONCURRENCY, INC. CONCURRENCY, INC. 401(K) PLAN |
BROOKFIELD WI |
| 71 |
| $11.4M |
| $247K |
