Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FA Utilities I Mutual Fund in their Schedule of Assets, totaling $2.2M 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 | DERRICK CORPORATION DERRICK CORPORATION PROFIT SHARING PLAN | BUFFALO NY | 617 | $95.6M | $2.1M |
| 2 | VELOSIO, LLC VELOSIO, LLC 401(K) PLAN | DUBLIN OH | 303 | $57.6M | $16K |