Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Select Energy Fund Mutual fund 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SILVER LAKE TECHNOLOGY MANAGEMENT LLC SILVER LAKE 401K PLAN | NEW YORK NY | 216 | $118.6M | $910K |
| 2 | TARANA WIRELESS, INC. TARANA WIRELESS, INC. 401(K) PLAN | MILPITAS CA | 323 | $48.7M | $409K |
| 3 | R. W. WARNER, INC. R. W. WARNER, INC. PROFIT SHARING AND 401(K) PLAN |
FREDERICK MD |
| 239 |
| $10.1M |
| $197K |
| 4 | CHILDREN'S LAW CENTER OF CALIFORNIA CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN | MONTEREY PARK CA | 566 | $71.5M | $2K |