Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity Advisor Energy Fund in their Schedule of Assets, totaling $747K 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 | QUALITY BRANDS DISTRIBUTION, LLC QUALITY BRANDS DISTRIBUTION, LLC 401(K) RETIREMENT PLAN | OMAHA NE | 344 | $39.1M | $237K |
| 2 | DADCO, INC. DADCO, INC. 401(K) PLAN | PLYMOUTH MI | 93 | $26.3M | $233K |
| 3 | VAN MICHAEL SALON, INC. VAN MICHAEL SALON, INC. 401K PROFIT SHARING PLAN |
ATLANTA GA |
| 342 |
| $28.0M |
| $220K |
| 4 | DEPOSCO, INC. DEPOSCO, INC. 401(K) PLAN | ALPHARETTA GA | 186 | $13.3M | $57K |
