Franklin Utilities Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 106 retirement plans report an interest in this investment, totaling $8.6M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
106
Reported interest (EOY)
$8.6M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 6 name variants: Franklin Utilities Fund, Franklin Utilities, Franklin Utilities Fund R, Franklin Utilities ADV, Franklin Utilities Fund Class R6, Franklin Utilities FD. Counts combine all variants of the same investment.
Plans holding Franklin Utilities Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | KODIAK GROUP, LLC KODIAK GROUP, LLC 401(K) PLAN | GRAYLING MI | 43 | — | $572K |
| 2 | GOENGINEER, INC. GOENGINEER, INC. RETIREMENT PLAN | MIDVALE UT | 694 | $85.3M | $442K |
| 3 | FIRST STATE BANK FIRST STATE BANK 401(K) PROFIT SHARING PLAN | MENDOTA IL | 196 | $42.3M | $437K |
| 4 | JAYS OUTDOORS LLC JAYS OUTDOORS LLC 401(K) PLAN | CLARE MI | 184 | $6.8M | $398K |
| 5 | IOWA ROTOCAST PLASTICS, INC. IOWA ROTOCAST PLASTICS, INC. 401(K) PLAN | DECORAH IA | 177 | $18.0M | $372K |
| 6 | STERN, KORY, SREDEN & MORGAN, AN ACCOUNTANCY CORPORATION STERN, KORY, SREDEN & MORGAN 401(K) PROFIT SHARING PLAN | STEVENSON RANCH CA | 24 | — | $364K |
| 7 | ACCU-MOLD, LLC ACCU-MOLD, LLC 401(K) & PROFIT SHARING PLAN | ANKENY IA | 317 | $30.6M | $360K |
| 8 | BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC 401(K) PLAN | RESTON VA | 215 | $48.2M | $304K |
| 9 | 3MR RESTAURANTS, INC. SPOKANE FOOD SERVICES, INC. 401K PROFIT SHARING PLAN | SPOKANE VALLEY WA | 444 | $10.0M | $303K |
| 10 | RATTO BROS., INC. RATTO BROS., INC. 401(K) PLAN | SALIDA CA | 346 | $10.1M | $291K |
See all 106 plans holding Franklin Utilities Fund
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