Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Select Financials Portfolio in their Schedule of Assets, totaling $151K 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 | PROGRESSIVE CHEVROLET COMPANY LOCKHART TRUST 401(K) PLAN | MASSILLON OH | 206 | $19.8M | $91K |
| 2 | EIIF MANAGEMENT USA, INC. THE EIIF MANAGEMENT USA, INC. RETIREMENT SAVINGS PLAN | SPRINGFIELD MO | 1,079 | $66.1M | $43K |
| 3 | CREW TRAINING INTERNATIONAL, INC. CREW TRAINING INTERNATIONAL, INC, 401K PLAN |
MEMPHIS TN |
| 458 |
| $38.4M |
| $10K |
| 4 | OCMBC INC. OCMBC INC. 401(K) PLAN | IRVINE CA | 569 | $7.2M | $7K |