Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Select Utilities Portfolio Mutual fund in their Schedule of Assets, totaling $1.0M 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 | MISSION TECHNOLOGY GROUP (MTG) MTG 401(K) PROFIT SHARING PLAN AND TRUST | RESTON VA | 250 | $78.1M | $408K |
| 2 | LOOKOUT, INC. LOOKOUT, INC. 401(K) PLAN | SAN JOES CA | 197 | $38.7M | $289K |
| 3 | DATTNER ARCHITECTS DATTNER ARCHITECTS 401(K) RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 142 |
| $23.8M |
| $125K |
| 4 | JOBCASE, INC. JOBCASE, INC. 401(K) PLAN | CAMBRIDGE MA | 101 | $16.0M | $117K |
| 5 | BROOKLYN NETS LLC BROOKLYN SPORTS & ENTERTAINMENT 401(K) PLAN | BROOKLYN NY | 481 | $38.7M | $36K |
| 6 | BITGO, INC. BITGO 401(K) PLAN | PALO ALTO CA | 215 | $21.5M | $35K |
| 7 | CHILD & FAMILY GUIDANCE CENTER CHILD & FAMILY GUIDANCE CENTER 401(K) RETIREMENT SAVINGS PLAN AND TRUST | NORTHRIDGE CA | 295 | $27.5M | $19K |
| 8 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $6K |
