Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity OTC K6 Portfolio Mutual fund in their Schedule of Assets, totaling $36.0M 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 | KELLWOOD COMPANY, LLC KELLWOOD COMPANY RETIREMENT SAVINGS PLAN | CITY OF INDUSTRY CA | 769 | $124.7M | $22.5M |
| 2 | CP&Y, INC. CP&Y, INC. 401(K) PLAN | DALLAS TX | 377 | $65.4M | $5.2M |
| 3 | GRAIL, INC. GRAIL 401(K) PLAN | MENLO PARK CA |
| 954 |
| $120.1M |
| $4.2M |
| 4 | SAKURA FINETEK USA, INC. SAKURA FINETEK USA, INC. 401(K) RETIREMENT SAVINGS PLAN | TORRANCE CA | 238 | $46.3M | $2.5M |
| 5 | TOWER SEMICONDUCTOR NEWPORT BEACH INC. TOWER SEMICONDUCTOR NEWPORT BEACH HOURLY SAVINGS PLAN | NEWPORT BEACH CA | 442 | $20.3M | $1.6M |
