Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding OTC Portfolio Fund Mutual fund in their Schedule of Assets, totaling $1.1M 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 | E3 CO RESTAURANT GROUP E3 CO PROFIT SHARING AND SALARY DEFERRAL PLAN | SEATTLE WA | 260 | $10.4M | $964K |
| 2 | FLIPCHIP INTERNATIONAL, LLC FLIPCHIP INTERNATIONAL, LLC 401(K) PLAN | PHOENIX AZ | 5 | $3.0M | $98K |
