Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Franklin Franklin Utilities Fund in their Schedule of Assets, totaling $915K 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 | RICARDO LLC RICARDO LLC 401(K) RETIREMENT PLAN | VAN BUREN TOWNSHIP MI | 333 | $77.6M | $702K |
| 2 | JEL SERT COMPANY JEL SERT COMPANY INCENTIVE SAVINGS PLAN | WEST CHICAGO IL | 245 | $41.9M | $110K |
| 3 | PROJECT44, INC. PROJECT44, INC. 401(K) PLAN |
| 218 |
| $18.7M |
| $56K |
| 4 | PERFECT AIR HOLDCO LLC P1 SERVICE GROUP 401(K) PLAN | TUALATIN OR | 186 | $9.3M | $46K |
| 5 | TECHWISH GROUP INC. TECHWISH 401(K) PLAN | STERLING VA | 371 | $2.3M | $2K |
