Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Select Software and IT Services Mutual fund in their Schedule of Assets, totaling $1.1M 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 | PURPLE STRATEGIES, LLC PURPLE STRATEGIES 401(K) RETIREMENT PLAN | ALEXANDRIA VA | 125 | $20.1M | $603K |
| 2 | CTS TECHNICAL SERVICES, INC. CTS INTERNATIONAL, INC. 401(K) SAVINGS PLAN | ISSAQUAH WA | 53 | $20.7M | $506K |