Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Utilities Advisor Class Fund " in their Schedule of Assets, totaling $1.1M 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 | NEW HAMPSHIRE DISTRIBUTORS, LLC NHD NONUNION RETIREMENT SAVINGS PLAN | CONCORD NH | 117 | $22.5M | $835K |
| 2 | SMARTSTREAM TECHNOLOGIES, INC. SMARTSTREAM TECHNOLOGIES 401(K) PLAN | STATEN ISLAND NY | 61 | $15.7M | $256K |
