Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Utilities Fund Advisor Class Mutual Fund in their Schedule of Assets, totaling $378K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RIDGECREST REGIONAL HOSPITAL RIDGECREST REGIONAL HOSPITAL SPECIAL CONTRIBUTORY TSA PENSION PLAN | RIDGECREST CA | 773 | $49.5M | $376K |
| 2 | POWER SYSTEMS & CONTROLS, INC. POWER SYSTEMS & CONTROLS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | HENRICO VA | 80 | $9.9M | $3K |