Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FIDELITY FIDELITY ADV ENERGY I MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $111K 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 | HARMONY HOME HEALTH SERVICES LLC HARMONY HOME HEALTH SERVICES 401K PLAN | MURRAY UT | 260 | $4.5M | $92K |
| 2 | MENTAL HEALTH MENTAL RETARDATION AUTHORITY OF BRAZOS VALLEY MENTAL HEALTH MENTAL RETARDATION AUTHORITY OF BRAZOS VALLEY MONEY PURCHASE PENSION PLAN | BRYAN TX | 151 | $4.5M | $19K |
