Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments* Fidelity Select Utilities Portfolio in their Schedule of Assets, totaling $574K 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 | AVOX SYSTEMS INC. AVOX SYSTEMS 401(K) PLAN | LANCASTER NY | 139 | $31.7M | $222K |
| 2 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $164K |
| 3 | WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES WAICU RETIREMENT READINESS PLAN |
MADISON WI |
| 1,904 |
| $418.0M |
| $80K |
| 4 | NXGEN MDX NXGEN MDX 401(K) PROFIT SHARING PLAN | GRAND RAPIDS MI | 58 | $2.7M | $77K |
| 5 | JDC HEALTHCARE, PLLC DBA JEFFERSON DENTAL CLINICS JEFFERSON DENTAL CLINICS 401(K) PROFIT SHARING PLAN | DALLAS TX | 1,339 | $8.4M | $31K |
