Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Advisor Energ Cl I Shares of mutual funds in their Schedule of Assets, totaling $4.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PERFORMANCE CONTRACTORS, INC. PERFORMANCE CONTRACTORS, INC. 401(K) SALARY SAVINGS PLAN | BATON ROUGE LA | 4,376 | $131.6M | $4.8M |
