Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity OTC 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.
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 | BD OF TRUSTEES - INDIANA PIPE TRADES DFND CONT PENSION PLAN INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN | TERRE HAUTE IN | 1,459 | $91.8M | $5.3M |
| 2 | INDEPENDENT PILOTS ASSOCIATION IPA CREWMEMBER RETIREE HRA PLAN | LOUISVILLE KY | 3,406 | $40.1M | $845K |
