Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Select Energy Mutual fund in their Schedule of Assets, totaling $217K 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 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $64K |
| 2 | OHI WEST MEDICAL GROUP II LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,866 | $314.0M | $59K |
| 3 | SUPPLY NEW ENGLAND, INC. |
ATTLEBORO MA |
| 150 |
| $14.2M |
| $31K |
| 4 | MEDIAMOSAIC, INC. DBA THE MOSAIC COMPANY MOSAIC 401(K) PLAN | RENTON WA | 137 | $22.6M | $25K |
| 5 | WORK, INC. WORK, INC. 403(B) PLAN | DORCHESTER MA | 445 | $7.7M | $24K |
| 6 | ISRAEL DISCOUNT BANK OF NEW YORK ISRAEL DISCOUNT BANK OF NEW YORK SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 676 | $165.6M | $7K |
| 7 | THE HENRY J. KAISER FAMILY FOUNDATION THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN | SAN FRANCISCO CA | 211 | $115.6M | $4K |
| 8 | PATHWAYS IN EDUCATION, INC. OPTIONS EDUCATIONAL 403(B) RETIREMENT PLAN | PASADENA CA | 0 | $0 | $3K |
| 9 | POPULATION SERVICES INTERNATIONAL POPULATION SERVICES INTERNATIONAL 403(B) PLAN | WASHINGTON DC | 253 | $42.7M | $2K |
