Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity OTC Port Mutual Fund in their Schedule of Assets, totaling $2.2M 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 | APPLE VALLEY FORD, INC. APPLE VALLEY FORD RETIREMENT SAVINGS PLAN | APPLE VALLEY MN | 711 | $33.9M | $1.4M |
| 2 | HEAVY MACHINES, INC. HEAVY MACHINES, INC. 401(K)/PROFIT SHARING PLAN | MEMPHIS TN | 151 | $15.9M | $792K |
| 3 | CAPITAL CARDIOLOGY ASSOCIATES, PC CAPITAL CARDIOLOGY ASSOCIATES, PC PROFIT SHARING 401(K) PLAN |
ALBANY NY |
| 348 |
| $74.3M |
| $76K |
