Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Franklin Utilities Fund Pooled separate account in their Schedule of Assets, totaling $1.0M 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 | SOUTHERN FOODSERVICE MANAGEMENT, INC. SOUTHERN FOODSERVICE MANAGEMENT, INC. 401(K) PLAN | BIRMINGHAM AL | 525 | $5.3M | $229K |
| 2 | GRENADIER REALTY MANAGEMENT LLC GRM LLC 401(K) PROFIT SHARING PLAN | BROOKLYN NY | 116 | $8.9M | $162K |
| 3 | HALREC, INC. DBA STEVENS CREEK TOYOTA |
SAN JOSE CA |
| 822 |
| $36.3M |
| $129K |
| 4 | BARKLEY AG ENTERPRISES, LLC BARKLEY AG ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT | YUMA AZ | 449 | $10.2M | $121K |
| 5 | JUUT HOLDINGS, INC. JUUT SALONSPA 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 299 | $25.3M | $94K |
| 6 | JACKMAX AUTOMOTIVE, INC. STEVE SERRA AUTO GROUP 401(K) PLAN | BIRMINGHAM AL | 486 | $12.9M | $91K |
| 7 | HIGHLIGHT TECHNOLOGIES INC HIGHLIGHT TECHNOLOGIES INC 401(K) PLAN | FAIRFAX VA | 270 | $19.0M | $76K |
| 8 | ORG CHEM GROUP, LLC ORG CHEM GROUP, LLC 401(K) PLAN | EVANSVILLE IN | 122 | $12.6M | $68K |
| 9 | MARMOL RADZINER AN ARCHITECTURAL CORPORATION MARMOL RADZINER AN ARCHITECTURAL CORPORATION 401K RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 186 | $13.2M | $33K |
| 10 | WESTERN PACIFIC BUILDING MATERIALS, INC. WESTERN PACIFIC BUILDING MATERIALS, INC. SALARY SAVINGS PLAN | VANCOUVER WA | 366 | $15.7M | $20K |
