Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Franklin Utilities Fund Class R6 in their Schedule of Assets, totaling $10.8M 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 | TUCSON ELECTRIC POWER COMPANY TUCSON ELECTRIC POWER COMPANY 401K | TUCSON AZ | 2,079 | $518.6M | $6.5M |
| 2 | G & A OUTSOURCING, INC. DBA G & A PARTNERS G & A PARTNERS MULTIPLE EMPLOYER 401(K) PLAN | HOUSTON TX | 34,105 | $1.4B | $3.3M |
| 3 | THE UPPER DECK COMPANY THE UPPER DECK COMPANY 401(K) PLAN |
CARLSBAD CA |
| 352 |
| $22.9M |
| $411K |
| 4 | SHK MANAGEMENT, INC. KORMAN COMMUNITIES 401(K) PLAN | PLYMOUTH MEETING PA | 1,233 | $49.3M | $254K |
| 5 | CREATIVE WERKS LLC CREATIVE WERKS LLC RETIREMENT PLAN | ELK GROVE VILLAGE IL | 326 | $14.5M | $133K |
| 6 | CROSSVUE, LLC CROSSVUE, LLC 401(K) PLAN | CHICAGO IL | 222 | $26.1M | $85K |
| 7 | NABERHAUS THERAPY INC NABERHAUS THERAPY INC 401(K) PROFIT SHARING PLAN & TRUST | PLYMOUTH MI | 161 | $6.2M | $23K |
| 8 | NORMAN'S GIFT SHOPS, INC. THE NORMAN'S GIFT SHOPS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | NEWTOWN PA | 282 | $34.8M | $21K |
| 9 | INMARKET MEDIA, LLC INMARKET MEDIA LLC 401(K) PLAN | CULVER CITY CA | 308 | $24.9M | $8K |
