Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity OTC Portfolio Fund Registered Investment Company in their Schedule of Assets, totaling $9.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AC MARTIN, INC. AC MARTIN, INC. 401K PLAN | LOS ANGELES CA | 138 | $35.4M | $6.0M |
| 2 | RIGEL PHARMACEUTICALS INC. RIGEL PHARMACEUTICALS INC. 401K PLAN | SOUTH SAN FRANCISCO CA | 164 | $64.3M | $3.1M |
| 3 | PLAYHOUSE SQUARE FOUNDATION PLAYHOUSE SQUARE FOUNDATION 401(K) PLAN |
CLEVELAND OH |
| 455 |
| $24.6M |
| $167K |
