Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Select Biotechnology Portfolio Mutual Fund in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEWTEKONE, INC. NEWTEKONE, INC. 401K PLAN | LAKE SUCCESS NY | 596 | $41.6M | $1.0M |
| 2 | CALICO COTTAGE, INC. CALICO COTTAGE, INC. PROFIT SHARING 401(K) PLAN | AMITYVILLE NY | 76 | $10.6M | $117K |
| 3 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN |
FAIRFIELD CT |
| 4,574 |
| $307.5M |
| $63K |
| 4 | AUGUSTANA COLLEGE AUGUSTANA COLLEGE RETIREMENT PLAN | ROCK ISLAND IL | 558 | $114.7M | $24K |
| 5 | NEW YORK INDEPENDENT SYSTEM OPERATOR, INC. NEW YORK INDEPENDENT SYSTEM, INC. 401(K) RETIREMENT PLAN | RENSSELAER NY | 628 | $321.5M | $16K |
