Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity OTC Portfolio Class K in their Schedule of Assets, totaling $54.1M 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 | ZF NORTH AMERICA, INC. ZF NORTH AMERICA, INC. 401(K) SAVINGS PLAN | NORTHVILLE MI | 8,170 | $1.7B | $42.1M |
| 2 | FERNANDEZ HOLDINGS, INC. FERNANDEZ HOLDINGS, INC. 401(K) PLAN | PACIFIC PALISADES CA | 3,228 | $121.4M | $5.2M |
| 3 | MUSTANG FUEL CORPORATION SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF MUSTANG FUEL CORPORATION |
OKLAHOMA CITY OK |
| 149 |
| $50.1M |
| $3.5M |
| 4 | VIEWPOINTE ARCHIVE SERVICES, LLC VIEWPOINTE ARCHIVE SERVICES 401(K) PLAN | CHARLOTTE NC | 122 | $32.9M | $1.7M |
| 5 | CASSIDAY SCHADE LLP CASSIDAY SCHADE PROFIT SHARING PLAN AND TRUST | CHICAGO IL | 163 | $55.4M | $1.2M |
| 6 | ZF CHASSIS MODULES (USA) INC. ZF CHASSIS MODULES (USA) INC. HOURLY 401(K) SAVINGS PLAN | DUNCAN SC | 199 | $5.8M | $349K |
