Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Select Utilities Mutual fund in their Schedule of Assets, totaling $369K 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 | CAPITAL CARDIOLOGY ASSOCIATES, PC CAPITAL CARDIOLOGY ASSOCIATES, PC PROFIT SHARING 401(K) PLAN | ALBANY NY | 348 | $74.3M | $250K |
| 2 | SEBASTIAN ENTERPRISES, INC. SEBASTIAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | KERMAN CA | 133 | $16.8M | $71K |
| 3 | OPERATION PAR, INC. |
PINELLAS PARK FL |
| 382 |
| $12.2M |
| $26K |
| 4 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $14K |
| 5 | LEARNING CENTER FOR THE DEAF THE LEARNING CENTER FOR THE DEAF 403(B) PLAN | FRAMINGHAM MA | 369 | $26.1M | $9K |