Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fid Adv Energy A Mutual Fund in their Schedule of Assets, totaling $130K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CURRIE & BROWN, INC. CURRIE & BROWN, INC. 401K PLAN | PRINCETON NJ | 267 | $20.7M | $103K |
| 2 | COMRISE, INC. COMRISE, INC. 401(K) PLAN | WOODBRIDGE NJ | 72 | $7.0M | $27K |
