Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fid Sel Defense in their Schedule of Assets, totaling $297K 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 | WIN-HOLT EQUIPMENT CORPORATION WIN-HOLT EQUIPMENT CORPORATION 401(K) SAVINGS PLAN | WOODBURY NY | 236 | $8.8M | $162K |
| 2 | THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION SECTION 403(B) DEFINED CONTRIBUTION PLAN FOR TAX-EXEMPT COLLEGES AND UNIVERSITIES IN VIRGINIA | RICHMOND VA | 6,105 | $1.3B | $66K |
| 3 | ILJIN USA CORPORATION |
NOVI MI |
| 192 |
| $9.0M |
| $36K |
| 4 | JEFFERSON UNIVERSITY PHYSICIANS JEFFERSON UNIVERSITY PHYSICIANS RETIREMENT PLAN | PHILADELPHIA PA | 3,407 | $520.9M | $33K |
