Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Utilities Fund Mutual funds in their Schedule of Assets, totaling $759K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SANTE HEALTH SYSTEMS, INC. SANTE HEALTH SYSTEM RETIREMENT PLAN | FRESNO CA | 868 | $35.5M | $456K |
| 2 | LHP MANAGEMENT, LLC LHP 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 193 | $13.4M | $303K |
