Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fidelity OTC Portfolio Fund Mutual fund - in their Schedule of Assets, totaling $131.4M 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 | PALO ALTO NETWORKS, INC. PALO ALTO NETWORKS, INC. 401(K) PLAN | SANTA CLARA CA | 8,804 | $1.3B | $54.8M |
| 2 | NAES CORPORATION NAES CORPORATION CORPORATE RETIREMENT AND 401(K) PLAN | ISSAQUAH WA | 360 | $112.4M | $25.0M |
| 3 | HYUNDAI AUTOEVER AMERICA HYUNDAI AUTOEVER AMERICA 401(K) PLAN |
FOUNTAIN VALLEY CA |
| 420 |
| $81.4M |
| $10.4M |
| 4 | SK HYNIX AMERICA INC. SK HYNIX AMERICA 401(K) PLAN | SAN JOSE CA | 314 | $83.5M | $8.9M |
| 5 | KOSMOS ENERGY, LLC KOSMOS ENERGY 401(K) PLAN | DALLAS TX | 201 | $101.4M | $7.8M |
| 6 | BLOOM ENERGY CORPORATION BLOOM ENERGY CORPORATION 401K PLAN | SAN JOSE CA | 1,718 | $144.4M | $5.6M |
| 7 | QUINSTREET, INC. QUINSTREET, INC. 401(K) RETIREMENT PLAN | FOSTER CITY CA | 705 | $82.3M | $4.5M |
| 8 | RED DEVELOPMENT, LLC RED DEVELOPMENT LLC 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 85 | $18.8M | $1.8M |
| 9 | REMA TIP TOP/ NORTH AMERICA, INC. REMA TIP TOP / NORTH AMERICA, INC. RETIREMENT PLAN | WOODCLIFF LAKE NJ | 214 | $32.8M | $1.6M |
| 10 | VELO-PAYMENTS INC. VELO-PAYMENTS 401(K) PLAN | LARKSPUR CA | 32 | $14.3M | $1.4M |
