Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Select Software & IT Services Portfolio Fund in their Schedule of Assets, totaling $981K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROBERT CHARLES LESSER & CO., LLC ROBERT CHARLES LESSER & CO., LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST | BETHESDA MD | 99 | $25.6M | $905K |
| 2 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN | SAN FRANCISCO CA | 561 | $62.7M | $76K |
