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 Mutual Funds in their Schedule of Assets, totaling $742K 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 | COPPER STATE BOLT & NUT CO., INC. COPPER STATE BOLT & NUT CO., INC. 401(K) PLAN | PHOENIX AZ | 636 | $28.5M | $360K |
| 2 | STIRLING PROPERTIES, LLC STIRLING PROPERTIES, LLC PROFIT SHARING PLAN | COVINGTON LA | 127 | $10.6M | $151K |
| 3 | SANTE HEALTH SYSTEMS, INC. |
FRESNO CA |
| 868 |
| $35.5M |
| $142K |
| 4 | DONSCO, INC. DONSCO, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | WRIGHTSVILLE PA | 313 | $11.2M | $90K |
