Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Franklin Utilities Adv 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.
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 | AMY'S KITCHEN, INC. AMY'S KITCHEN, INC. 401(K) RETIREMENT PLAN | PETALUMA CA | 2,037 | $158.8M | $1.1M |
| 2 | SAKER SHOPRITES, INC. SAKER SHOPRITES, INC. 401K PLAN | HOLMDEL NJ | 707 | $105.9M | $977K |
| 3 | AMERICAN HERITAGE BANK AMERICAN BANCORPORATION, INC. 401(K) PROFIT SHARING PLAN & TRUST |
SAPULPA OK |
| 260 |
| $22.4M |
| $297K |
| 4 | PERMOBIL, INC PERMOBIL, INC. 401(K) PROFIT SHARING AND TRUST | LEBANON TN | 1,069 | $82.9M | $161K |
| 5 | ACTION TARGET, INC. ACTION TARGET, INC. 401(K) PLAN | PROVO UT | 175 | $10.8M | $20K |
| 6 | HUBBARDTON FORGE, LLC HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN | CASTLETON VT | 197 | $19.7M | $19K |
