Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Select Financials Portfolio in their Schedule of Assets, totaling $130K 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 | MICHIGAN EYE CARE PROVIDER, PLLC FRASER EYE CARE CENTER 401(K) EMPLOYEE SAVINGS PLAN | FRASER MI | 125 | $7.6M | $90K |
| 2 | LOGICGATE, INC. LOGICGATE, INC. 401(K) PLAN | CHICAGO IL | 206 | $18.1M | $40K |
