Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity OTC K6 Mutual fund in their Schedule of Assets, totaling $91.6M 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 | SHI INTERNATIONAL CORP SHI INTERNATIONAL CORP 401(K) SAVINGS PLAN | SOMERSET NJ | 5,552 | $850.2M | $49.2M |
| 2 | FENWICK & WEST LLP FENWICK & WEST LLP 401(K) RETIREMENT SAVINGS PLAN | MOUNTAIN VIEW CA | 1,130 | $686.9M | $35.2M |
| 3 | SAATI AMERICAS CORPORATION SAATI AMERICAS CORPORATION 401(K) PLAN |
FOUNTAIN INN SC |
| 133 |
| $25.4M |
| $5.9M |
| 4 | CROSSROADS FORD, INC. CROSSROADS FORD, INC. 401(K) PLAN | WAKE FOREST NC | 1,669 | $40.9M | $1.3M |
