Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Franklin Utilities Fund Mutual fund in their Schedule of Assets, totaling $2.2M 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 | COLQUITT ELECTRIC MEMBERSHIP CORPORATION COLQUITT EMC RETIREMENT PLAN | MOULTRIE GA | 170 | $62.5M | $1.3M |
| 2 | MANGAN, INC. MANGAN, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LONG BEACH CA | 375 | $85.8M | $383K |
| 3 | DIRECTION HOME AKRON CANTON AREA AGENCY ON AGING & DISABILITIES |
UNIONTOWN OH |
| 265 |
| $34.5M |
| $196K |
| 4 | ONTARIO REFRIGERATION SERVICE, INC. ONTARIO REFRIGERATION SERVICE, INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 285 | $25.7M | $70K |
| 5 | BURTON LUMBER & HARDWARE CO. BURTON LUMBER 401(K) PLAN | SALT LAKE CITY UT | 269 | $21.5M | $60K |
| 6 | MOSES LAKE COMMUNITY HEALTH CENTER MOSES LAKE COMMUNITY HEALTH CENTER 401(K) PLAN | MOSES LAKE WA | 337 | $27.0M | $52K |
| 7 | TREVDAN, INC TREVDAN, INC 401(K) PLAN | CHESTER SPRINGS PA | 107 | $13.4M | $47K |
| 8 | BURTON LUMBER & HARDWARE CO. BURTON LUMBER 401(K) PLAN | SALT LAKE CITY UT | 286 | $18.8M | $46K |
| 9 | BASS MEDICAL GROUP, INC. BASS MEDICAL GROUP 401(K) PLAN I | WALNUT CREEK CA | 999 | $160.0M | $44K |
| 10 | BEHRENS AND ASSOCIATES INC BEHRENS AND ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST | EL SEGUNDO CA | 112 | $7.8M | $6K |
