Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Franklin Templeton Investments Franklin Utilities R6 Fund 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LS TECHNOLOGIES, LLC LS TECHNOLOGIES RETIREMENT SAVINGS PLAN | WASHINGTON DC | 431 | $56.6M | $888K |
| 2 | KPRS CONSTRUCTION KPRS 401(K) PROFIT SHARING PLAN | ANAHEIM CA | 330 | $31.4M | $458K |
| 3 | MGA RESEARCH CORPORATION MGA RESEARCH CORPORATION 401(K) RETIREMENT PLAN |
AKRON NY |
| 159 |
| $41.4M |
| $4K |