Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 104 retirement plans report an interest in this investment, totaling $7.9M in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GOENGINEER, INC. GOENGINEER, INC. RETIREMENT PLAN | MIDVALE UT | 694 | $85.3M | $442K |
| 2 | FIRST STATE BANK FIRST STATE BANK 401(K) PROFIT SHARING PLAN | MENDOTA IL | 196 | $42.3M | $437K |
| 3 | JAYS OUTDOORS LLC JAYS OUTDOORS LLC 401(K) PLAN | CLARE MI | 184 | $6.8M | $398K |
| 4 | IOWA ROTOCAST PLASTICS, INC. IOWA ROTOCAST PLASTICS, INC. 401(K) PLAN | DECORAH IA | 177 | $18.0M | $372K |
| 5 | ACCU-MOLD, LLC ACCU-MOLD, LLC 401(K) & PROFIT SHARING PLAN | ANKENY IA | 317 | $30.6M | $360K |
| 6 | STERN, KORY, SREDEN & MORGAN, AN ACCOUNTANCY CORPORATION STERN, KORY, SREDEN & MORGAN 401(K) PROFIT SHARING PLAN | STEVENSON RANCH CA | 23 | — | $317K |
| 7 | BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC 401(K) PLAN | RESTON VA | 215 | $48.2M | $304K |
| 8 | 3MR RESTAURANTS, INC. SPOKANE FOOD SERVICES, INC. 401K PROFIT SHARING PLAN | SPOKANE VALLEY WA | 444 | $10.0M | $303K |
| 9 | RATTO BROS., INC. RATTO BROS., INC. 401(K) PLAN | SALIDA CA | 346 | $10.1M | $291K |
| 10 | TRAVIS INDUSTRIES INC TRAVIS INDUSTRIES, INC. 401K PLAN | MUKILTEO WA | 362 | $38.1M | $279K |
