Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Advisor Energy Fund - I in their Schedule of Assets, totaling $701K 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 | KENNETH COLE PRODUCTIONS, INC. KENNETH COLE PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 42 | $34.0M | $385K |
| 2 | MINTZER, SAROWITZ, ZERIS & WILLIS, PLLC MINTZER, SAROWITZ, ZERIS & WILLIS, PLLC 401(K) PLAN | PHILADELPHIA PA | 113 | $23.5M | $221K |
| 3 | THE HORTON FRUIT COMPANY INC. |
LOUISVILLE KY |
| 233 |
| $7.6M |
| $73K |
| 4 | HUNTERS RUN PROPERTY OWNERS ASSO HUNTERS RUN 401(K) RETIREMENT PLAN | BOYNTON BEACH FL | 310 | $4.6M | $11K |
| 5 | FORTUNE METAL GROUP INC. FORTUNE METAL INC. OF RHODE ISLAND 401(K) PROFIT SHARING PLA | RAHWAY NJ | 267 | $17.5M | $11K |
