Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Advisor Energy I Fund in their Schedule of Assets, totaling $528K 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 | GIBSON TECHNICAL SERVICES, INC. GTS PLATFORM 401(K) PLAN | CANTON GA | 139 | $17.8M | $357K |
| 2 | HB PERFORMANCE SYSTEMS, INC. HB PERFORMANCE SYSTEMS, INC. 401(K) PLAN | MEQUON WI | 125 | $23.0M | $141K |
| 3 | ACT EDUCATION CORP. ACT EDUCATION CORP. 401(K) PLAN |
IOWA CITY IA |
| 786 |
| $25.7M |
| $29K |
| 4 | A. RAYMOND CORPORATE NA, INC. A. RAYMOND CORPORATE NA, INC. 401(K) PLAN | ROCHESTER HILLS MI | 725 | $82.8M | $2K |