Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Fidelity Select Health Care Portfolio - in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MSD PARTNERS, L.P. MSD PARTNERS, L.P. 401(K) PLAN | NEW YORK NY | 155 | $52.9M | $1.5M |
| 2 | THE UPPER DECK COMPANY THE UPPER DECK COMPANY 401(K) PLAN | CARLSBAD CA | 352 | $22.9M | $503K |
| 3 | G3 TECHNOLOGIES INC G3 TECHNOLOGIES INC 401(K) PLAN |
COLUMBIA MD |
| 223 |
| $59.5M |
| $36K |
| 4 | AVOX SYSTEMS INC. AVOX SYSTEMS 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES | LANCASTER NY | 204 | $6.5M | $35K |
| 5 | BUCKNELL UNIVERSITY BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LEWISBURG PA | 1,611 | $672.9M | $29K |
| 6 | CRDF RETIREMENT PLAN AND TRUST CRDF RETIREMENT PLAN AND TRUST | ARLINGTON VA | 185 | $34.2M | $13K |
