Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor Utilities Fund Mutual Fund in their Schedule of Assets, totaling $152K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN BOA, INC. AMERICAN BOA 401(K) PLAN | CUMMING GA | 170 | $14.7M | $88K |
| 2 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $55K |
| 3 | MODSQUAD, INC. MODSQUAD, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
SACRAMENTO CA |
| 188 |
| $6.8M |
| $10K |
