Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Utilities in their Schedule of Assets, totaling $501K 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 | FENTURA FINANCIAL INC. FENTURA FINANCIAL, INC. EE DEFERRED COMP & ESOP | FENTON MI | 216 | $25.5M | $501K |
| 2 | SINCLAIR COMMUNICATIONS, INC. SINCLAIR COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN | AVON IN | 135 | $13.0M | $152 |
