Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Select Financial Services in their Schedule of Assets, totaling $904K 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 | FLEXTRADE SYSTEMS, INC. FLEXTRADE SYSTEMS 401(K) AND PROFIT SHARING PLAN | GREAT NECK NY | 286 | $57.7M | $737K |
| 2 | BURROUGHS & CHAPIN COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST OF BURROUGHS & CHAPIN COMPANY, INC. | MYRTLE BEACH SC | 216 | $27.5M | $168K |