Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding Fidelity® OTC Portfolio - in their Schedule of Assets, totaling $1.0B 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 | ACCENTURE LLP ACCENTURE UNITED STATES PROFIT SHARING AND 401(K) TRUST | CHICAGO IL | — | $20.3B | $942.2M |
| 2 | MOTORISTS MUTUAL INSURANCE COMPANY ENCOVA INSURANCE 401(K) PLAN | COLUMBUS OH | 1,165 | $350.7M | $16.1M |
| 3 | TUNGSTEN AUTOMATION CORPORATION TUNGSTEN AUTOMATION 401(K) SALARY SAVINGS PLAN |
IRVINE CA |
| 465 |
| $143.1M |
| $13.0M |
| 4 | AFFINIUS CAPITAL LLC AFFINIUS CAPITAL 401K PLAN | SAN ANTONIO TX | 141 | $120.6M | $8.9M |
| 5 | AMERIQUAL GROUP, LLC AMERIQUAL 401(K) PLAN | EVANSVILLE IN | 894 | $51.0M | $4.7M |
| 6 | MERCURIA ENERGY AMERICA, LLC MERCURIA ENERGY AMERICA, LLC 401(K) PLAN | HOUSTON TX | 301 | $68.9M | $4.1M |
| 7 | C.L. THOMAS, INC. C.L. THOMAS, INC. 401(K) PROFIT SHARING PLAN | VICTORIA TX | 1,164 | $28.9M | $4.0M |
| 8 | EXTREME ENGINEERING SOLUTIONS, INC. EXTREME ENGINEERING SOLUTIONS, INC. 401(K) PLAN | VERONA WI | 452 | $61.2M | $3.8M |
| 9 | MIDDLESEX WATER CO. MIDDLESEX WATER COMPANY 401(K) PLAN | ISELIN NJ | 360 | $78.4M | $3.4M |
| 10 | CREATIVE & RESPONSE RESEARCH INC CREATIVE & RESPONSE RESEARCH SERVICES, INC. EPS AND 401K PLAN | CHICAGO IL | 121 | $34.1M | $3.0M |
