Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity OTC Mutual fund in their Schedule of Assets, totaling $4.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROGERS, LOVELOCK & FRITZ, INC. PROFIT SHARING PLAN FOR THE EMPLOYEES OF ROGERS, LOVELOCK & FRITZ, INC. | ORLANDO FL | 89 | $40.5M | $3.6M |
| 2 | UNITED MEDICAL IMAGING HEALTHCARE, INC. UNITED MEDICAL 401(K) PLAN | LOS ANGELES CA | 453 | $8.4M | $411K |
| 3 | QUEST DIAGNOSTICS OF PR, INC |
GUAYNABO PR |
| 188 |
| $8.2M |
| $18K |
