Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Advisor Energy A N/R in their Schedule of Assets, totaling $140K 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 | ST. ONGE COMPANY ST. ONGE COMPANY RETIREMENT SAVINGS PLAN | YORK PA | 165 | $34.6M | $140K |
