Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Advisor Energy-Class I in their Schedule of Assets, totaling $709K 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 | STERLING PRODUCTS, INC. STERLING PRODUCTS, INC. 401(K) SAVINGS AND RETIREMENT PLAN | NEW BERLIN WI | 274 | $40.7M | $630K |
| 2 | PARAGON TECHNOLOGY GROUP, INC. PARAGON TECHNOLOGY GROUP 401(K) PLAN | VIENNA VA | 103 | $11.2M | $80K |
