Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Fidelity Otc Portfolio Mutual Fund in their Schedule of Assets, totaling $108.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MURPHY-HOFFMAN COMPANY MURPHY-HOFFMAN COMPANY EMPLOYEE PROFIT SHARING PLAN | LEAWOOD KS | 4,923 | $405.1M | $32.8M |
| 2 | LEA & ELLIOTT, INC. LEA & ELLIOTT, INC. EMPLOYEES' PROFIT SHARING 401K PLAN | DULLES VA | 115 | $93.4M | $15.7M |
| 3 | FORBES MEDIA LLC EMPLOYEE SAVINGS INCENTIVE THRIFT PLAN OF FORBES MEDIA LLC |
JERSEY CITY NJ |
| 545 |
| $157.0M |
| $11.0M |
| 4 | BAY ALARM CO. BAY ALARM COMPANY PROFIT SHARING PLAN | CONCORD CA | 1,178 | $122.4M | $6.8M |
| 5 | QUANTLAB FINANCIAL, LLC QUANTLAB FINANCIAL 401(K) PLAN | HOUSTON TX | 126 | $50.8M | $4.1M |
| 6 | SOR, INC. SOR, INC. PROFIT SHARING AND 401(K) PLAN | LENEXA KS | 197 | $28.0M | $4.0M |
| 7 | GLOSTEN, INC. GLOSTEN, INC. PROFIT SHARING/401(K) PLAN | SEATTLE WA | 122 | $50.7M | $3.9M |
| 8 | MONOLITHIC POWER SYSTEMS, INC. MONOLITHIC POWER SYSTEMS, INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 428 | $91.0M | $3.7M |
| 9 | ARDELYX, INC. ARDELYX, INC. 401(K) PLAN | WALTHAM MA | 398 | $37.6M | $3.1M |
| 10 | MCCRAY LUMBER COMPANY MCCRAY LUMBER COMPANY PROFIT SHARING PLAN | OVERLAND PARK KS | 229 | $22.8M | $2.9M |
