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 in their Schedule of Assets, totaling $6.2M 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 | HANCHETT PAPER COMPANY SHORR PACKAGING CORP. EMPLOYEES PROFIT SHARING & 401K PLAN | AURORA IL | 575 | $66.7M | $5.1M |
| 2 | INTEGREON INTERMEDIATE, LLC INTEGREON INTERMEDIATE, LLC 401(K) PLAN | FARGO ND | 638 | $14.4M | $912K |
| 3 | JL PROPERTIES, INC. JL PROPERTIES AURORA 401(K) PLAN |
ANCHORAGE AK |
| 65 |
| $4.6M |
| $200K |
