Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Natural Resources Mutual fund in their Schedule of Assets, totaling $883K 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 | CHARLESBANK CAPITAL PARTNERS, LLC CHARLESBANK CAPITAL PARTNERS, LLC PROFIT SHARING/401(K) PLAN | BOSTON MA | 179 | $34.2M | $431K |
| 2 | VOGEL LAW FIRM VOGEL LAW FIRM 401(K) PROFIT SHARING PLAN | FARGO ND | 86 | $48.2M | $419K |
| 3 | SAN FRANCISCO SYMPHONY CORPORATION |
SAN FRANCISCO CA |
| 829 |
| $87.1M |
| $20K |
| 4 | LIBERTY LIFT SOLUTIONS LLC LIBERTY LIFT SOLUTIONS, LLC 401(K) PLAN | HOUSTON TX | 668 | $22.7M | $13K |
