Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments* Fidelity Select Financial Services Portfolio in their Schedule of Assets, totaling $1.4M 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 | KELLY HART & HALLMAN LLP KELLY HART & HALLMAN PROFIT SHARING PLAN AND TRUST | FORT WORTH TX | 233 | $161.4M | $892K |
| 2 | AVOX SYSTEMS INC. AVOX SYSTEMS 401(K) PLAN | LANCASTER NY | 139 | $31.7M | $300K |
| 3 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 50,152 |
| $4.8B |
| $213K |
