Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Fidelity Select Energy Portfolio Mutual fund - in their Schedule of Assets, totaling $4.2M 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 | MACK ENERGY CORPORATION MACK ENERGY CORPORATION 401(K) PLAN | ARTESIA NM | 94 | $64.1M | $1.0M |
| 2 | MONOLITHIC POWER SYSTEMS, INC. MONOLITHIC POWER SYSTEMS, INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 428 | $91.0M | $875K |
| 3 | DUNNHUMBY INC. DUNNHUMBY INC. 401(K) PLAN |
CINCINNATI OH |
| 271 |
| $50.8M |
| $540K |
| 4 | MCCRAY LUMBER COMPANY MCCRAY LUMBER COMPANY PROFIT SHARING PLAN | OVERLAND PARK KS | 229 | $22.8M | $477K |
| 5 | PT SOLUTIONS HOLDINGS, LLC PT SOLUTIONS HOLDINGS, LLC 401(K) PLAN | ATLANTA GA | 5,066 | $65.4M | $258K |
| 6 | AIRCRAFT SERVICES GROUP, INC. AIRCRAFT SERVICES EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | TETERBORO NJ | 85 | $13.0M | $211K |
| 7 | DATTNER ARCHITECTS DATTNER ARCHITECTS 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 142 | $23.8M | $129K |
| 8 | MATHESON TRUCKING, INC. MATHESON TRUCKING, INC. 401(K) PLAN | SACRAMENTO CA | 1,035 | $28.2M | $129K |
| 9 | CHILD & FAMILY GUIDANCE CENTER CHILD & FAMILY GUIDANCE CENTER 401(K) RETIREMENT SAVINGS PLAN AND TRUST | NORTHRIDGE CA | 295 | $27.5M | $106K |
| 10 | NIKOLA CORPORATION NIKOLA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | TEMPE AZ | 946 | $58.1M | $103K |
