Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Advisor Energy Z in their Schedule of Assets, totaling $2.1M 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 | TERRACYCLE, INC. TERRACYCLE INC. 401(K) PROFIT SHARING PLAN AND TRUST | TRENTON NJ | 168 | $7.9M | $1.4M |
| 2 | POLAR CORP. POLAR BEVERAGES RETIREMENT PLAN | WORCESTER MA | 1,905 | $102.4M | $474K |
| 3 | FREEDOM SCIENTIFIC, INC. VISPERO 401(K) PLAN |
CLEARWATER FL |
| 196 |
| $31.9M |
| $188K |
| 4 | INTEGRUS ARCHITECTURE, P.S. INTEGRUS ARCHITECTURE, P.S. INCENTIVE SAVINGS PLA | SPOKANE WA | 120 | $29.7M | $58K |
| 5 | MEDLEY MATERIAL HANDLING, INC. MEDLEY MATERIAL HANDLING, INC. EMPLOYEES' 401(K) PLAN | OKLAHOMA CITY OK | 269 | $7.1M | $47K |
| 6 | ABLE INDUSTRIAL, LLC ABLE INDUSTRIAL LLC 401(K) PLAN | HOUSTON TX | 173 | $6.0M | $13K |
