Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Fidelity** Select Utilities Portfolio in their Schedule of Assets, totaling $5.2M 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 | WILLIAMS INTERNATIONAL CO, LLC WILLIAMS INTERNATIONAL EMPLOYEES SAVINGS PLAN | PONTIAC MI | 2,238 | $274.2M | $1.9M |
| 2 | AXENS NORTH AMERICA, INC. AXENS NORTH AMERICA, INC. PENSION SAVINGS PLAN | HOUSTON TX | 240 | $67.5M | $636K |
| 3 | GSI ENVIRONMENTAL, INC. GSI ENVIRONMENTAL, INC. PROFIT SHARING PLAN. | HOUSTON TX | 216 | $56.3M | $586K |
| 4 | THE BELDEN BRICK COMPANY, LLC BELDEN BRICK CO. PENSION PLAN | CANTON OH | 164 | $43.0M | $407K |
| 5 | WILLIAMS INTERNATIONAL CO, LLC WILLIAMS INTERNATIONAL RESULTS BASED PENSION PLAN | PONTIAC MI | 2,224 | $58.9M | $358K |
| 6 | CALDWELL WATSON REAL ESTATE GROUP, INC. CALDWELL COMPANIES 401(K) PROFIT SHARING PLAN | CYPRESS TX | 158 | $16.1M | $356K |
| 7 | PROGRESSIVE CHEVROLET COMPANY LOCKHART TRUST 401(K) PLAN | MASSILLON OH | 206 | $19.8M | $203K |
| 8 | ROCKSOL CONSULTING GROUP, INC. ROCKSOL CONSULTING GROUP, INC. 401(K) PLAN | THORNTON CO | 292 | $21.0M | $185K |
| 9 | AMERICAN BOARD OF INTERNAL MEDICINE AMERICAN BOARD OF INTERNAL MEDICINE RETIREMENT PLAN | PHILADELPHIA PA | 269 | $60.5M | $179K |
| 10 | BURROUGHS & CHAPIN COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST OF BURROUGHS & CHAPIN COMPANY, INC. | MYRTLE BEACH SC | 216 | $27.5M | $152K |
