Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity advisor energy fund Pooled separate account in their Schedule of Assets, totaling $1.5M 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 | MARQUETTE TRANSPORTATION COMPANY, LLC MARQUETTE TRANSPORTATION COMPANY 401(K) PLAN | PADUCAH KY | 1,390 | $94.0M | $585K |
| 2 | BREWSTER HEIGHTS PACKING & ORCHARDS, LP CHELAN FRESH MARKETING/BHPO LP 401(K) PLAN | BREWSTER WA | 3,375 | $29.9M | $442K |
| 3 | LIFEMED ALASKA, LLC |
ANCHORAGE AK |
| 152 |
| $20.7M |
| $228K |
| 4 | HELLAS CONSTRUCTION, INC. HELLAS CONSTRUCTION, INC 401(K) PLAN | CEDAR PARK TX | 1,180 | $20.4M | $79K |
| 5 | BOSKOVICH FARMS, INC. BOSKOVICH FARMS, INC. 401(K) PROFIT SHARING PLAN | OXNARD CA | 126 | $8.7M | $68K |
| 6 | TROUT-BLUE CHELAN-MAGI, LLC TROUT-BLUE CHELAN MAGI LLC 401(K) PLAN | CHELAN WA | 304 | $8.4M | $44K |
| 7 | ENOVIX CORPORATION ENOVIX CORPORATION PROFIT SHARING 401(K) PLAN | FREMONT CA | 108 | $20.2M | $32K |
