Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor Energy Z Registered Investment Company in their Schedule of Assets, totaling $87K 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 | NORDIC NATURALS NORDIC NATURALS 401(K) PLAN | WATSONVILLE CA | 344 | $23.3M | $45K |
| 2 | ACI NORTHWEST, INC. ACI NORTHWEST, INC. 401(K) PROFIT SHARING PLAN | COEUR D ALENE ID | 115 | $8.4M | $39K |
| 3 | INDUSTRIAL FINISHES & SYSTEMS, INC. INDUSTRIAL FINISHES & SYSTEMS, INC. PROFIT SHARING 401(K) PLAN |
EUGENE OR |
| 369 |
| $28.9M |
| $3K |
