Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor Energy Fund Class A Mutual fund in their Schedule of Assets, totaling $462K 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 | J.R. GROUP, INC. J.R. GROUP, INC. 401(K) PLAN | MT. LAUREL NJ | 162 | $21.8M | $237K |
| 2 | CAREGILITY CORPORATION CAREGILITY 401(K) PLAN | EATONTOWN NJ | 109 | $14.5M | $204K |
| 3 | CONTINUUM OF CARE INC CONTINUUM OF CARE INC 401(K) PROFIT SHARING PLAN & TRUST |
NEW HAVEN CT |
| 848 |
| $18.0M |
| $21K |
