Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity OTC K6 in their Schedule of Assets, totaling $62.9M 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 | FOSTER GARVEY P.C. FOSTER GARVEY 401(K) PLAN | SEATTLE WA | 284 | $255.4M | $23.0M |
| 2 | HEINEKEN USA, INC. HEINEKEN USA SAVINGS AND RETIREMENT PLAN | WHITE PLAINS NY | 436 | $208.8M | $19.0M |
| 3 | THOUGHTWORKS, INC THOUGHTWORKS, INC 401(K) PLAN |
| 670 |
| $226.3M |
| $15.2M |
| 4 | RUDIN MANAGEMENT CO., INC. RUDIN MANAGEMENT CO., INC. 401(K) PLAN | NEW YORK NY | 186 | $45.9M | $2.5M |
| 5 | CORTEC LLC CORTEC 401(K) PLAN | HOUMA LA | 215 | $25.2M | $2.0M |
| 6 | MANSUETO VENTURES LLC MANSUETO VENTURES, LLC 401(K) PLAN | NEW YORK NY | 211 | $29.7M | $1.1M |
| 7 | CINCINNATI GEARING SYSTEMS INCORPORATED CINCINNATI GEARING SYSTEMS 401(K) PLAN | CINCINNATI OH | 135 | $13.6M | $145K |
