Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Fidelity Select Energy Portfolio - in their Schedule of Assets, totaling $2.2M 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 | G3 TECHNOLOGIES INC G3 TECHNOLOGIES INC 401(K) PLAN | COLUMBIA MD | 223 | $59.5M | $910K |
| 2 | ANDERSON COLUMBIA CO., INC. ANDERSON COLUMBIA CO., INC. 401(K) SALARY REDUCTION PLAN | LAKE CITY FL | 1,241 | $44.3M | $703K |
| 3 | TLC COMPANY, INC. TLC COMPANY, INC. 401(K) PROFIT SHARING PLAN |
ALBUQUERQUE NM |
| 641 |
| $22.8M |
| $258K |
| 4 | MSD PARTNERS, L.P. MSD PARTNERS, L.P. 401(K) PLAN | NEW YORK NY | 155 | $52.9M | $129K |
| 5 | MUSKEGON CAR CREDIT, INC. MUSKEGON CAR CREDIT, INC. 401K PLAN | WYOMING MI | 112 | $5.5M | $115K |
| 6 | CRDF RETIREMENT PLAN AND TRUST CRDF RETIREMENT PLAN AND TRUST | ARLINGTON VA | 185 | $34.2M | $28K |
| 7 | ENTERTAINMENT TECHNOLOGY PARTNERS, LLC (ETP) ENTERTAINMENT TECHNOLOGY PARTNERS, LLC (ETP) 401K PLAN | ORLANDO FL | 389 | $24.1M | $17K |
