Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Select Financial Portfolio in their Schedule of Assets, totaling $402K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PERR & KNIGHT, INC. PERR & KNIGHT 401(K) PLAN | SANTA MONICA CA | 149 | $37.0M | $385K |
| 2 | ROYAL PACIFIC FUNDING CORPORATION ROYAL PACIFIC FUNDING CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | NEWPORT BEACH CA | 69 | $5.2M | $17K |
