Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FRANKLIN UTILITIES FUND - ADV in their Schedule of Assets, totaling $517K 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 | MORROW SODALI LLC MORROW SODALI LLC 401K PLAN | STAMFORD CT | 132 | $9.2M | $162K |
| 2 | MORROW SODALI LLC MORROW SODALI LLC 401K PLAN | STAMFORD CT | 132 | $9.2M | $162K |
| 3 | DEAN DISTRIBUTING, INC. DEAN DISTRIBUTING, INC. PROFIT SHARING 401(K) PLAN & TRUST |
GREEN BAY WI |
| 111 |
| $18.2M |
| $104K |
| 4 | CURRIE & BROWN, INC. CURRIE & BROWN, INC. 401K PLAN | PRINCETON NJ | 267 | $20.7M | $70K |
| 5 | LAGO MAR PROPERTIES, INC. LAGO MAR PROPERTIES, INC. 401(K) PLAN | FORT LAUDERDALE FL | 123 | $6.8M | $20K |
