Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments* Fidelity Select Energy Portfolio in their Schedule of Assets, totaling $1.6M 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 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $798K |
| 2 | MICHIGAN EYE CARE PROVIDER, PLLC FRASER EYE CARE CENTER 401(K) EMPLOYEE SAVINGS PLAN | FRASER MI | 125 | $7.6M | $311K |
| 3 | SYMPHONY RISK ENTERPRISES, LLC |
RICHARDSON TX |
| 116 |
| $12.0M |
| $183K |
| 4 | INTERMOUNTAIN FARMERS ASSOCIATION INTERMOUNTAIN FARMERS ASSOCIATION SALARY INVESTMENT PLAN AND TRUST | SALT LAKE CITY UT | 704 | $39.8M | $138K |
| 5 | BASDEN STEEL AND ERECTION, INC. BASDEN STEEL CORPORATION 401(K) RETIREMENT SAVINGS PLAN | BURLESON TX | 972 | $9.6M | $134K |
| 6 | ROLAND BERGER LP ROLAND BERGER LP 401(K) SAVINGS PLAN | DETROIT MI | 220 | $39.1M | $29K |
| 7 | WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES WAICU RETIREMENT READINESS PLAN | MADISON WI | 1,904 | $418.0M | $17K |
