Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Trust Company Fidelity Advisor Energy Fund in their Schedule of Assets, totaling $3K 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 | BANYAN HEALTH SYSTEMS, INC. BANYAN RETIREMENT PLAN | DORAL FL | 362 | $3.2M | $3K |
