Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FIDELITY ADVISOR UTILITIES A in their Schedule of Assets, totaling $879K 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 | SIA PARTNERS US, INC. SIA PARTNERS US, INC. 401K PLAN | NEW YORK NY | 547 | $55.7M | $568K |
| 2 | MOTIVATIONAL SYSTEMS, INC. MOTIVATIONAL SYSTEMS, INC. 401(K) RETIREMENT PLAN | NATIONAL CITY CA | 103 | $11.7M | $287K |
| 3 | VANTAGE SYSTEMS INC VANTAGE SYSTEMS INC 401(K) PROFIT SHARING PLAN AND TRUST |
LANHAM MD |
| 118 |
| $13.0M |
| $12K |
| 4 | GRISWOLD INTERNATIONAL LLC GRISWOLD INTERNATIONAL LLC 401(K) PLAN | BLUE BELL PA | 397 | $4.0M | $12K |
