Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity® OTC K6 Portfolio " in their Schedule of Assets, totaling $65.3M 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 | TDK U.S.A. CORPORATION TDK U.S.A CORPORATION SAVINGS PLAN | UNIONDALE NY | 682 | $222.2M | $31.5M |
| 2 | VIA TECHNOLOGIES, INC. VIA TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN | FREMONT CA | 46 | $110.2M | $10.9M |
| 3 | RIVERSTONE GROUP INC. RIVERSTONE GROUP INC. AND AFFILIATES EMPLOYEE SAVINGS PLAN |
DAVENPORT IA |
| 391 |
| $60.8M |
| $9.7M |
| 4 | CAMFIL USA, INC. CAMFIL USA, INC. 401(K) PLAN | RIVERDALE NJ | 1,279 | $103.3M | $4.6M |
| 5 | EPS NASS PARENT, INC. VOLTYX 401(K) PLAN | MARYLAND HEIGHTS MO | 820 | $76.3M | $3.1M |
| 6 | MORGAN PROPERTIES PAYROLL SVCS MORGAN PROPERTIES 401(K) PLAN | CONSHOHOCKEN PA | 2,916 | $78.0M | $2.5M |
| 7 | KENNEDYS CMK LLP KENNEDYS CMK LLP 401(K) PROFIT SHARING PLAN AND TRUST | BASKING RIDGE NJ | 437 | $44.0M | $2.0M |
| 8 | TANGO MANAGEMENT CONSULTING, LLC TANGO 401(K) PLAN | COPPELL TX | 234 | $30.7M | $716K |
| 9 | DRYLOCK TECHNOLOGIES, LTD DRYLOCK TECHNOLOGIES 401(K) PLAN | EAU CLAIRE WI | 351 | $10.4M | $90K |
| 10 | PEDIATRIC HEALTH ASSOCIATES PEDIATRIC HEALTH ASSOCIATES PENSION PLAN | NAPERVILLE IL | 111 | $16.7M | $70K |