Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity® Select Health Care Portfolio Mutual Fund in their Schedule of Assets, totaling $3.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | APPS ASSOCIATES LLC APPS ASSOCIATES LLC 401(K) PLAN | ACTON MA | 320 | $57.7M | $1.4M |
| 2 | DATTNER ARCHITECTS DATTNER ARCHITECTS 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 142 | $23.8M | $743K |
| 3 | MIMECAST NORTH AMERICA, INC. MIMECAST NORTH AMERICA, INC. 401(K) PLAN |
LEXINGTON MA |
| 1,060 |
| $93.1M |
| $730K |
| 4 | DUNNHUMBY INC. DUNNHUMBY INC. 401(K) PLAN | CINCINNATI OH | 271 | $50.8M | $695K |
| 5 | BOYD WATTERSON ASSET MANAGEMENT, LLC BOYD WATTERSON RETIREMENT PLAN | CLEVELAND OH | 127 | $31.1M | $270K |
| 6 | VAN WAGNER GROUP, LLC VAN WAGNER GROUP, LLC RETIREMENT SAVINGS PLAN | NEW YORK NY | 160 | $37.1M | $79K |
