Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fidelity Advisor Energy in their Schedule of Assets, totaling $3.3M 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 | ALTAIR ENGINEERING, INC. ALTAIR SALARY REDUCTION PROFIT SHARING PLAN | TROY MI | 1,006 | $262.8M | $3.2M |
| 2 | JON M. HALL COMPANY, LLC JON M. HALL COMPANY, LLC 401(K) PLAN | SANFORD FL | 360 | $6.8M | $101K |
