Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Select Utilities Portfolio in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BALYASNY ASSET MANAGEMENT, L.P. BALYASNY ASSET MANAGEMENT 401(K) PLAN | CHICAGO IL | 1,393 | $263.0M | $1.3M |
| 2 | ES OPCO USA LLC VESERIS 401(K) SAVINGS PLAN | AUSTIN TX | 380 | $56.9M | $140K |
| 3 | STERLING MEDICAL CORPORATION STERLING MEDICAL 401(K) PLAN |
CINCINNATI OH |
| 648 |
| $15.3M |
| $71K |
