Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 75 retirement plans report an interest in this investment, totaling $8.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Fidelity Advisor Energy Fund, Fidelity Advisor Energy I, Fidelity Advisor Energy. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GREAT PLAINS BANCSHARES, INC. GREAT PLAINS BANCSHARES, INC. 401(K) PROFIT SHARING PLAN | HOLLIS OK | 382 | $27.1M | $1.3M |
| 2 | MARQUETTE TRANSPORTATION COMPANY, LLC MARQUETTE TRANSPORTATION COMPANY 401(K) PLAN | PADUCAH KY | 1,390 | $94.0M | $585K |
| 3 | DAVIS-ELEN ADVERTISING, INC. DAVIS-ELEN ADVERTISING, INC. 401K PLAN | LOS ANGELES CA | 267 | $25.4M | $517K |
| 4 | JST CORPORATION JST CORPORATION 401(K) PLAN | WAUKEGAN IL | 366 | $41.6M | $512K |
| 5 | HOUSTON PLATING & COATINGS, LLC HOUSTON PLATING & COATINGS 401(K) PLAN | SOUTH HOUSTON TX | 150 | $6.8M | $495K |
| 6 | BREWSTER HEIGHTS PACKING & ORCHARDS, LP CHELAN FRESH MARKETING/BHPO LP 401(K) PLAN | BREWSTER WA | 3,375 | $29.9M | $442K |
| 7 | J.B. COXWELL CONTRACTING, INC. J. B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST | JACKSONVILLE FL | 291 | $17.8M | $394K |
| 8 | FAMILY HEALTH CARE OF SIOUXLAND, PLC FAMILY HEALTH CARE OF SIOUXLAND, PLC 401(K) PROFIT SHARING PLAN | SIOUX CITY IA | 249 | $40.5M | $394K |
| 9 | DESERT ORTHOPAEDIC CENTER DESERT ORTHOPAEDIC CENTER, LTD. 401(K) PROFIT SHARING PLAN AND TRUST | LAS VEGAS NV | 279 | $65.5M | $268K |
| 10 | QUALITY BRANDS DISTRIBUTION, LLC QUALITY BRANDS DISTRIBUTION, LLC 401(K) RETIREMENT PLAN | OMAHA NE | 344 | $39.1M | $237K |
