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 Mutual funds in their Schedule of Assets, totaling $478K 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.B. COXWELL CONTRACTING, INC. J. B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST | JACKSONVILLE FL | 291 | $17.8M | $394K |
| 2 | KOVACH ENCLOSURE SYSTEMS, LLC KOVACH ENCLOSURE SYSTEMS, LLC 401(K) | CHANDLER AZ | 191 | $14.4M | $65K |
| 3 | STATE UTILITY CONTRACTORS, INC. |
MONROE NC |
| 166 |
| $13.9M |
| $19K |
