Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Advisor Energy Fund Mutual Fund in their Schedule of Assets, totaling $8.1M 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 | HCL AMERICA INC HCL AMERICA, INC. 401(K) PLAN | SANTA CLARA CA | 20,206 | $1.5B | $8.0M |
| 2 | MODSQUAD, INC. MODSQUAD, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SACRAMENTO CA | 188 | $6.8M | $55K |
| 3 | ONTARIO REFRIGERATION SERVICE, INC. ONTARIO REFRIGERATION SERVICE, INC. 401(K) PROFIT SHARING PLAN |
ONTARIO CA |
| 285 |
| $25.7M |
| $55K |
| 4 | SCREENBEAM INC. SCREENBEAM INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 62 | $26.2M | $49K |
