Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Advisor Energy Fund in their Schedule of Assets, totaling $811K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EASTEX CRUDE COMPANY EASTEX CRUDE COMPANY 401(K) PROFIT SHARING PLAN | LEESBURG TX | 257 | $27.6M | $398K |
| 2 | SMRT, INC. SMRT, INC. 401(K) PROFIT SHARING PLAN | PORTLAND ME | 127 | $31.6M | $199K |
| 3 | STEWART BUILDERS, INC. STEWART BUILDERS, INC. 401(K) SAVINGS PLAN |
HOUSTON TX |
| 319 |
| $22.7M |
| $129K |
| 4 | CHAUVET & SONS, LLC. CHAUVET & SONS, LLC 401(K) PROFIT SHARING PLAN | DAVIE FL | 260 | $13.1M | $47K |
| 5 | MDR CONSTRUCTION, INC. MDR CONSTRUCTION, INC. 401(K) PLAN | COLUMBIA MS | 483 | $5.7M | $17K |
| 6 | CHARTER FOODS INC. CHARTER FOODS INC. 401(K) PLAN | MORRISTOWN TN | 651 | $9.8M | $16K |
| 7 | KY PPEC, INC. DBA THE KIDZ CLUB THE KIDZ CLUB 401(K) PLAN | LOUISVILLE KY | 279 | $7.0M | $3K |
| 8 | A&T SYSTEMS, INC. A&T SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | SILVER SPRING MD | 52 | $6.0M | $3K |
