Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity** Select Financial Services Portfolio 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 | WILLIAMS INTERNATIONAL CO, LLC WILLIAMS INTERNATIONAL EMPLOYEES SAVINGS PLAN | PONTIAC MI | 2,238 | $274.2M | $1.3M |
| 2 | WILLIAMS INTERNATIONAL CO, LLC WILLIAMS INTERNATIONAL RESULTS BASED PENSION PLAN | PONTIAC MI | 2,224 | $58.9M | $137K |
| 3 | HARVARD MANAGEMENT COMPANY INC. THE HARVARD MANAGEMENT COMPANY 403(B) TAX-DEFERRED ANNUITY PLAN | BOSTON MA | 112 | $58.1M | $19K |
| 4 | ROCKSOL CONSULTING GROUP, INC. ROCKSOL CONSULTING GROUP, INC. 401(K) PLAN | THORNTON CO | 292 | $21.0M | $12K |