Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Energy Fund in their Schedule of Assets, totaling $2.4M 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 | SPEC SERVICES, INC. SPEC SERVICES, INC. 401(K) PLAN | FOUNTAIN VALLEY CA | 196 | $104.1M | $1.8M |
| 2 | BRAY INTERNATIONAL, INC. BRAY INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 902 | $109.7M | $436K |
| 3 | CLARUS COMMERCE LLC DBA EBBO EBBO 401(K) PLAN |
ROCKY HILL CT |
| 176 |
| $22.4M |
| $127K |
| 4 | MALIN SPACE SCIENCE SYSTEMS, INC MALIN SPACE SCIENCE SYSTEMS, INC. RETIREMENT PLAN | SAN DIEGO CA | 86 | $24.7M | $44K |
| 5 | MONA ELECTRIC GROUP, INC. MONA ELECTRIC GROUP, INC. 401(K) RETIREMENT PLAN | CLINTON MD | 78 | $19.0M | $3K |
