Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Advisor Energy Z Mutual Funds in their Schedule of Assets, totaling $1.4M 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 | DOCUMENT STORAGE SYSTEMS, INC. DOCUMENT STORAGE SYSTEMS, INC. 401(K) PLAN | NORTH PALM BEACH FL | 705 | $88.0M | $601K |
| 2 | BOYUM & BARENSCHEER, PLLP BOYUM & BARENSCHEER PLLP PROFIT SHARING PLAN | BLOOMINGTON MN | 119 | $24.9M | $321K |
| 3 | WTG CORPORATE SERVICES, LLC |
MIDLAND TX |
| 235 |
| $19.1M |
| $251K |
| 4 | ARM GROUP LLC ARM GROUP ENTERPRISES 401(K) PLAN | HERSHEY PA | 267 | $31.9M | $137K |
| 5 | INTEGRATED SPECIALTY COVERAGES, LLC INTEGRATED SPECIALTY COVERAGES, LLC 401(K) PLAN | CARLSBAD CA | 336 | $20.6M | $85K |
