Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity OTC Portfolio Fund " in their Schedule of Assets, totaling $17.8M 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 | HANCHETT PAPER COMPANY SHORR PACKAGING CORP. EMPLOYEES PROFIT SHARING & 401K PLAN | AURORA IL | 575 | $66.7M | $5.1M |
| 2 | SHIROKI NORTH AMERICA, INC. SHIROKI NORTH AMERICA, INC. 401(K) RETIREMENT & SAVINGS PLAN. | SMITHVILLE TN | 754 | $39.3M | $2.5M |
| 3 | STONETURN GROUP, LLP |
BOSTON MA |
| 150 |
| $46.5M |
| $2.1M |
| 4 | RAINING ROSE, INC. RAINING ROSE, INC. 401(K) PLAN | CEDAR RAPIDS IA | 267 | $15.7M | $2.0M |
| 5 | MAZZIO'S, LLC MAZZIO'S CORPORATION 401(K) PROFIT SHARING PLAN | TULSA OK | 584 | $21.1M | $1.1M |
| 6 | MACLELLAN INTEGRATED SERVICES MACLELLAN INTEGRATED SERVICES RETIREMENT PLAN | LEXINGTON KY | 1,067 | $24.1M | $1.1M |
| 7 | HRP ASSOCIATES, INC. HRP ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | FARMINGTON CT | 132 | $21.2M | $1.1M |
| 8 | INTEGREON INTERMEDIATE, LLC INTEGREON INTERMEDIATE, LLC 401(K) PLAN | FARGO ND | 638 | $14.4M | $912K |
| 9 | AMERICAN BOARD OF INTERNAL MEDICINE AMERICAN BOARD OF INTERNAL MEDICINE RETIREMENT PLAN | PHILADELPHIA PA | 269 | $60.5M | $779K |
| 10 | EMERSON COLLEGE EMERSON COLLEGE TAX DEFERRED ANNUITY PLAN | BOSTON MA | 638 | $242.4M | $290K |
