Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Franklin/Templeton FUFRX - Franklin Utilities Fund Class R6 in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LYONS & COMPANY, INC. LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN | GADSDEN AL | 2,794 | $79.9M | $368K |
| 2 | TRANSPORT LABOR CONTRACT/ LEASING, INC. TLC RETIREMENT SAVINGS PLAN | ORLANDO FL | 4,757 | $97.7M | $265K |
| 3 | XCEL MANAGEMENT, INC. XCEL HR 401(K) PLAN |
ROCKVILLE MD |
| 2,059 |
| $74.1M |
| $219K |
| 4 | TILSON HR, INC. SECURUS 401(K) PLAN | GREENWOOD IN | 966 | $52.9M | $151K |
| 5 | SIMPLOY, INC. SIMPLOY, INC. 401(K) RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 719 | $11.8M | $128K |
| 6 | EEMPLOYERS SOLUTIONS, INC. EEMPLOYERS SOLUTIONS, INC. MULTIPLE EMPLOYER PLAN | SAN ANTONIO TX | 1,095 | $35.6M | $119K |
| 7 | PROPEL PEO, INC. PROPEL HR 401(K) PLAN | GREENVILLE SC | 1,496 | $85.4M | $64K |
| 8 | LEGACY HUMAN RESOURCES LEGACY HUMAN RESOURCES 401(K) PROFIT SHARING PLAN | ENGLEWOOD CO | 440 | $60.3M | $31K |
| 9 | RMPERSONNEL, INC. RMPERSONNEL, INC. 401(K) PROFIT SHARING PLAN | EL PASO TX | 118 | $7.3M | $30K |
| 10 | LIST INDUSTRIES, INC. LIST INDUSTRIES, INC. 401(K) RETIREMENT PLAN | DEERFIELD BEACH FL | 459 | $18.1M | $16K |
