Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Franklin Templeton Franklin Utilities in their Schedule of Assets, totaling $773K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MECHANICS BANK MECHANICS BANK 401(K) PROFIT SHARING PLAN & TRUST | MANSFIELD OH | 159 | $14.2M | $192K |
| 2 | SEI-SERVICES LLC SEI-SERVICES LLC 401K PLAN | CINCINNATI OH | 515 | $53.3M | $181K |
| 3 | JAVA PRODUCTIONS, INC. JAVA PRODUCTIONS 401(K) PROFIT SHARING PLAN AND TRUST |
BASTIAN VA |
| 128 |
| $17.2M |
| $174K |
| 4 | SEI-SERVICES, LLC SEI 401(K) PLAN | CINCINNATI OH | 597 | $89.0M | $116K |
| 5 | THE LAGUNITAS BREWING COMPANY LAGUNITAS BREWING CO. 401(K) & PROFIT SHARING PLAN | PETALUMA CA | 379 | $28.2M | $62K |
| 6 | ENTERTAINMENT TECHNOLOGY PARTNERS, LLC (ETP) ENTERTAINMENT TECHNOLOGY PARTNERS, LLC (ETP) 401K PLAN | ORLANDO FL | 389 | $24.1M | $47K |
