Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity OTC Fund Mutual Fund in their Schedule of Assets, totaling $51.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ARUP US, INC. ARUP US RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,483 | $723.2M | $50.6M |
| 2 | CHILDREN'S LAW CENTER OF CALIFORNIA CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN | MONTEREY PARK CA | 566 | $71.5M | $480K |