Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Advisor Energy Fund in their Schedule of Assets, totaling $1.4M 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 | ROBINSON FANS HOLDINGS, INC. ROBINSON FANS HOLDINGS 401(K) & PROFIT SHARING PLAN | ZELIENOPLE PA | 316 | $41.8M | $407K |
| 2 | EASTEX CRUDE COMPANY EASTEX CRUDE COMPANY 401(K) PROFIT SHARING PLAN | LEESBURG TX | 257 | $27.6M | $398K |
| 3 | ABBOTT INDUSTRIES, INC. ABBOTT INDUSTRIES, INC. 401(K) PLAN |
OKMULGEE OK |
| 108 |
| $13.2M |
| $232K |
| 4 | SMRT, INC. SMRT, INC. 401(K) PROFIT SHARING PLAN | PORTLAND ME | 127 | $31.6M | $199K |
| 5 | STEWART BUILDERS, INC. STEWART BUILDERS, INC. 401(K) SAVINGS PLAN | HOUSTON TX | 319 | $22.7M | $129K |
| 6 | CHAUVET & SONS, LLC. CHAUVET & SONS, LLC 401(K) PROFIT SHARING PLAN | DAVIE FL | 260 | $13.1M | $47K |
| 7 | MDR CONSTRUCTION, INC. MDR CONSTRUCTION, INC. 401(K) PLAN | COLUMBIA MS | 483 | $5.7M | $17K |
| 8 | HILLTOP TRAILER SALES, INC. HILLTOP TRAILER SALES, INC. PROFIT SHARING PLAN | FRIDLEY MN | 120 | $4.8M | $8K |
| 9 | KY PPEC, INC. DBA THE KIDZ CLUB THE KIDZ CLUB 401(K) PLAN | LOUISVILLE KY | 279 | $7.0M | $3K |
| 10 | A&T SYSTEMS, INC. A&T SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | SILVER SPRING MD | 52 | $6.0M | $3K |
