Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Franklin/Templeton Franklin Utilities Fund Class R6 in their Schedule of Assets, totaling $1.3M 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 | ABN AMRO CLEARING USA LLC ABN AMRO CLEARING USA LLC AND ITS AFFILIATES 401(K) PLAN | CHICAGO IL | 254 | $106.2M | $951K |
| 2 | PAYMASTER, INC. PAYMASTER, INC. MULTIPLE EMPLOYER 401(K) PLAN | BOYNTON BEACH FL | 579 | $24.7M | $248K |
| 3 | DYNAMIC MANUFACTURING, INC. DYNAMIC MANUFACTURING, INC. 401(K) SAVINGS PLAN |
HILLSIDE IL |
| 1,423 |
| $34.8M |
| $90K |
| 4 | ACTIVECAMPAIGN, LLC ACTIVECAMPAIGN 401K PLAN | CHICAGO IL | 488 | $53.2M | $7K |