Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Franklin Utilities Adv Mutual Fund in their Schedule of Assets, totaling $3.3M 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 | DIVERSE POWER INCORPORATED, AN ELECTRIC MEMBERSHIP CORPORATION DIVERSE POWER 401K PLAN | LAGRANGE GA | 139 | $35.6M | $1.0M |
| 2 | ADAMS BANK & TRUST ADAMS BANK & TRUST 401(K) PLAN | OGALLALA NE | 235 | $34.3M | $961K |
| 3 | CROW WING COOPERATIVE POWER & LIGHT COMPANY |
BRAINERD MN |
| 122 |
| $37.9M |
| $557K |
| 4 | VANGUARD EMS, INC. VANGUARD EMS RETIREMENT SAVINGS PLAN | BEAVERTON OR | 199 | $10.3M | $243K |
| 5 | JOERIS GENERAL CONTRACTORS, LTD. JOERIS GENERAL CONTRACTORS, LTD. 401(K) RETIREMENT PLAN | SAN ANTONIO TX | 657 | $46.8M | $225K |
| 6 | A-CORE, INC. A-CORE, INC. 401(K) PROFIT SHARING PLAN | MURRAY UT | 341 | $11.2M | $153K |
| 7 | ILSL HOLDING INC. USA INDEGENE 401(K) PLAN | PRINCETON NJ | 469 | $44.7M | $131K |
| 8 | QUALITY PACKAGING SPECIALISTS INTERNATIONAL, LLC QUALITY PACKAGING SPECIALISTS INTERNATIONAL, LLC 401(K) SAVINGS PLAN | BURLINGTON NJ | 503 | $7.7M | $1K |
