Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Franklin Utilities Fund – R6 Mutual Funds in their Schedule of Assets, totaling $2.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARR, RIGGS & INGRAM, LLC CARR, RIGGS & INGRAM, LLC 401(K) PLAN & TRUST | ENTERPRISE AL | 2,234 | $328.2M | $1.9M |
| 2 | SOLARIS HEALTH HOLDINGS, LLC SOLARIS 401(K) PLAN | FT. LAUDERDALE FL | 5,644 | $464.7M | $853K |
| 3 | JP MCHALE PEST MANAGEMENT LLC JP MCHALE PEST MANAGEMENT LLC 401K PLAN |
BASKING RIDGE NC |
| 0 |
| $0 |
| $4K |
