Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Otc Portfolio Registered investment company in their Schedule of Assets, totaling $33.3M 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 | COMMON SECURITIZATION SOLUTIONS, LLC COMMON SECURITIZATION SOLUTIONS, LLC RETIREMENT SAVINGS PLAN FOR EMPLOYEES | BETHESDA MD | 364 | $108.2M | $13.8M |
| 2 | MANKE LUMBER COMPANY MANKE LUMBER COMPANY, INC. PROFIT SHARING PLAN | TACOMA WA | 378 | $36.1M | $8.4M |
| 3 | MCGLINCHEY STAFFORD, PLLC |
NEW ORLEANS LA |
| 299 |
| $121.7M |
| $5.1M |
| 4 | QATALYST GROUP LP QATALYST GROUP LP 401(K) PLAN | SAN FRANCISCO CA | 82 | $55.4M | $3.0M |
| 5 | BOARD OF TRUSTEES OF CHRISTIAN LABOR CHRISTIAN LABOR ASSN PENSION TRUST DEFINED BENEFIT PLAN | BRAINERD MN | 381 | $59.0M | $2.0M |
| 6 | NORTON PACKAGING, INC. NORTON PACKAGING INC 401(K) AND PROFIT SHARING PLAN | HAYWARD CA | 223 | $17.0M | $881K |
| 7 | M. ROBERTS MEDIA, LLC M. ROBERTS MEDIA, LLC 401(K) PLAN | LONGVIEW TX | 116 | $7.3M | $140K |
| 8 | PATHWAYS HOME HEALTH AND HOSPICE PATHWAYS HOME HEALTH AND HOSPICE 403(B) PLAN | SUNNYVALE CA | 151 | $22.7M | $3K |
