Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Investments Fidelity Select Technology Portfolio in their Schedule of Assets, totaling $6.5M 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 | WELOCALIZE, INC. WELOCALIZE, INC. 401(K) PLAN | NEW YORK NY | 992 | $39.5M | $2.1M |
| 2 | AVOX SYSTEMS INC. AVOX SYSTEMS 401(K) PLAN | LANCASTER NY | 139 | $31.7M | $1.9M |
| 3 | KELLY HART & HALLMAN LLP KELLY HART & HALLMAN PROFIT SHARING PLAN AND TRUST |
FORT WORTH TX |
| 233 |
| $161.4M |
| $1.7M |
| 4 | LOGICGATE, INC. LOGICGATE, INC. 401(K) PLAN | CHICAGO IL | 206 | $18.1M | $317K |
| 5 | PRIORITY PRIVATE OPCO LLC D/B/A SOLLIS HEALTH OPCO SOLLIS HEALTH RETIREMENT PLAN | NEW YORK NY | 234 | $9.1M | $232K |
| 6 | OMEGA THERAPEUTICS, INC. OMEGA THERAPEUTICS, INC. 401(K) PLAN | CAMBRIDGE MA | 41 | $11.8M | $170K |
| 7 | WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES WAICU RETIREMENT READINESS PLAN | MADISON WI | 1,904 | $418.0M | $71K |
| 8 | OHIO STATE UNIVERSITY PHYSICIANS, INC. OHIO STATE UNIVERSITY PHYSICIANS, INC. INTERIM RETIREMENT PLAN | COLUMBUS OH | 2,183 | $182.8M | $22K |
| 9 | OHIO STATE UNIVERSITY PHYSICIANS, INC. OHIO STATE UNIVERSITY PHYSICIANS, INC. 403(B) TAX DEFERRED ANNUITY PLAN | COLUMBUS OH | 2,180 | $58.7M | $9K |
