Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity OTC K6 Portfolio Fund Mutual Fund in their Schedule of Assets, totaling $2.9M 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 | SOMIC AMERICA, INC. SOMIC AMERICA, INC. 401(K) PLAN | BREWER ME | 562 | $25.9M | $2.9M |
