Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Advisor: Energy I in their Schedule of Assets, totaling $19.1M 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 | BOARD OF TRUSTEES, ENTERTAINMENT INDUSTRY 401(K) PLAN ENTERTAINMENT INDUSTRY 401(K) PLAN | LOS ANGELES CA | 30,812 | $723.3M | $18.8M |
| 2 | WAIANAE DISTRICT COMPREHENSIVE HEALTH AND HOSPITAL BOARD INC. WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN | WAIANAE HI | 519 | $31.7M | $114K |
| 3 | APCON, INC. |
WILSONVILLE OR |
| 87 |
| $16.2M |
| $113K |
| 4 | ISS-MARINE SERVICES, INC. ISS-MARINE SERVICES, INC. RETIREMENT SAVINGS PLAN | HOUSTON TX | 170 | $12.7M | $75K |
| 5 | BASWARE INC BASWARE INC 401(K) PROFIT SHARING PLAN & TRUST | FORT MILL SC | 86 | $15.9M | $32K |
| 6 | ON SITE MANAGEMENT, INC. ON SITE MANAGEMENT 401(K) RETIREMENT PLAN | BOZEMAN MT | 108 | $20.9M | $2K |
| 7 | ON SITE MANAGEMENT, INC. ON SITE MANAGEMENT 401(K) RETIREMENT PLAN | BOZEMAN MT | 111 | $17.5M | $1K |
