Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Advisor Materials Fund Class I Mutual fund in their Schedule of Assets, totaling $1.9M 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 | PATTERSON & DEWAR ENGINEERS, INC. PATTERSON & DEWAR ENGINEERS, INC. PROFIT SHARING PLAN & TRUST | NORCROSS GA | 281 | $94.5M | $930K |
| 2 | VITALMD GROUP HOLDING. LLC VITALMD 401(K) PLAN | MIAMI FL | 2,859 | $371.9M | $588K |
| 3 | DBR ENGINEERING CONSULTANTS, INC. DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN |
HOUSTON TX |
| 191 |
| $20.4M |
| $395K |
| 4 | BOSTON ANALYTICAL, INC. BOSTON ANALYTICAL 401(K) PLAN | SALEM NH | 271 | $24.2M | $19K |
| 5 | GEORGE J. IGEL & CO., INC. GEORGE J. IGEL & CO., INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 124 | $36.0M | $2K |
