Fidelity
Fidelity Advisor Utilities Fund Class I
Ticker FUGIX · Mutual fund · Share class: Class ILow cost
Matched by tickerAll Fidelity (FMR) fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
20
6 with $250K or more
Dollars held
$6.1M
69,842 of 69,862 plans with fund lines hold none
Median per plan
$188K
Share of their fund dollars
0.9%
Same fund, other share classes
7 plans hold a costlier class of this fund than the cheapest class held in the data.
Plans adding and dropping it, 2024 to 2025
Added
1 plan
$296K at year-end 2025
Dropped
1 plan
$255K at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that added it in 2025 (1 plan)
| Plan | Year-end value |
|---|---|
| The Brewer-Garrett Company 401(k) PS Plan$5M-$50M | $296K |
Plans that dropped it after 2024 (1 plan)
| Plan | Year-end value |
|---|---|
| Delaware Nation Companies Retirement Savings Plan$50M-$250M | $255K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Fidelity Advisor Utilities Fund Class I
The largest 10 plans in each list.
| Stiles Corporation 401(k) Plan$59.3M plan · Stiles Corporation, FL · Fidelity (FMR) | $2.1M |
| Hyundai 401(k) Plan$132M plan · Hyundai America Technical Center, Inc., MI · Fidelity (FMR) | $835K |
| Morey Organization 401(k) Retirement Plan$25.2M plan · The Morey Organization, Inc., NJ · Fidelity (FMR) | $644K |
| Miller Zell Inc. 401(k) Retirement Plan$51.1M plan · Miller Zell Inc., GA · Fidelity (FMR) | $423K |
| Advanced Digital Cable, LLC 401(k) Plan$6.8M plan · Advanced Digital Cable, LLC, GA · Transamerica (Aegon) | $342K |
| The Brewer-Garrett Company 401(k) PS Plan$28.9M plan · The Brewer-Garrett Company, OH · Vanguard | $296K |
| The MD Group LLC 401(k) PS Plan and Trust$24.3M plan · The MD Group LLC, WI · Vanguard | $230K |
| Seemann Composites, LLC 401(k) Plan$26.1M plan · Seemann Composites, LLC, MS · T. Rowe Price | $199K |
| DB Consulting Group, Inc. 401(k) Plan$28.2M plan · DB Consulting Group, Inc., MD · Fidelity (FMR) | $194K |
| Berkel & Company Contractors, Inc. Employee Stock Ownership Plan$110M plan · Berkel & Company Contractors Inc., KS · Charles Schwab | $188K |
Plans whose filed schedule lists Fidelity Advisor Utilities Fund Class I.
See all 20 plans with Pro. Free for 7 days, then $49 a month.
Pro unlocks:
- Plan and sponsor names
- Recordkeeper
- Plan assets
- Dollars held and % of plan funds
How the filings spell it
Show 4 names seen in the filings
- Fidelity Advisor Utilities
- Fidelity Advisor Utilities I
- Fidelity Fidelity Advisor Utilities I
- Utilities Fund - Class I