Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity* Select Energy in their Schedule of Assets, totaling $4.1M 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 | CTC TRADING GROUP, LLC CTC TRADING GROUP, L.L.C. 401(K) PLAN AND RETIREMENT TRUST | CHICAGO IL | 652 | $352.4M | $2.1M |
| 2 | MULTIVAC, INC. MULTIVAC, INC. PROFIT SHARING 401(K) PLAN | KANSAS CITY MO | 518 | $92.3M | $517K |
| 3 | GEODE CAPITAL MANAGEMENT, LLC GEODE CAPITAL MANAGEMENT, LLC RETIREMENT PLAN |
BOSTON MA |
| 189 |
| $89.3M |
| $454K |
| 4 | JM TEST SYSTEMS, INC. JM TEST SYSTEMS, INC. 401(K) PLAN | BATON ROUGE LA | 543 | $14.1M | $348K |
| 5 | ARCHBISHOP MOLLOY HIGH SCHOOL ARCHBISHOP MOLLOY HIGH SCHOOL 403(B) PLAN | BRIARWOOD NY | 115 | $36.2M | $249K |
| 6 | JM TEST SYSTEMS, LLC JM TEST SYSTEMS, LLC 401(K) PLAN | BATON ROUGE LA | 516 | $18.8M | $214K |
| 7 | BURROUGHS & CHAPIN COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST OF BURROUGHS & CHAPIN COMPANY, INC. | MYRTLE BEACH SC | 216 | $27.5M | $95K |
| 8 | APEX HOMECARE SERVICES, INC. APEX HOMECARE SERVICES INC EMP RETIRE PLAN & TRUST | GLENDALE CA | 148 | $1.5M | $69K |
| 9 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $17K |
| 10 | LUCAS MUSEUM OF NARRATIVE ART LUCAS MUSEUM OF NARRATIVE ART 403(B) PLAN | LOS ANGELES CA | 107 | $7.6M | $3K |
