Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Franklin Templeton Investments Franklin Utilities R6 in their Schedule of Assets, totaling $2.6M 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 | HMA GROUP HOLDINGS, LLC HMA GROUP HOLDINGS, LLC 401(K) PLAN | DES MOINES IA | 1,261 | $245.4M | $1.5M |
| 2 | ADVANSTAFF, INC. ADVANSTAFF, INC. 401(K) PLAN & TRUST | LAS VEGAS NV | 4,490 | $126.9M | $764K |
| 3 | DIGITAL CHECK CORP. DIGITAL CHECK CORP. 401(K) PLAN |
NORTHBROOK IL |
| 248 |
| $28.3M |
| $128K |
| 4 | BMH, INC. BMH, INC. RETIREMENT PLAN | BLACKFOOT ID | 874 | $27.2M | $70K |
| 5 | D.P. ELECTRIC, INC. D.P. ELECTRIC, INC. 401(K) PLAN | TEMPE AZ | 583 | $19.0M | $50K |
| 6 | GERRESHEIMER PEACHTREE CITY, INC. GERRESHEIMER PEACHTREE CITY, INC. 401(K) PLAN | PEACHTREE CITY GA | 206 | $7.0M | $5K |
