Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 56 U.S. retirement plans report holding Franklin Utilities Fund R6 in their Schedule of Assets, totaling $6.0M 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 | C&A SERVICE INC. C&A SERVICE INC. 401(K) PLAN | FLORAL PARK NY | 205 | $20.4M | $864K |
| 2 | IBEW AFL-CIO LOCAL UNION 743 NECA PENN-DEL-JERSEY CHAPTER READING DIVI IBEW AFL-CIO LOCAL UNION 743 NECA PENN-DEL-JERSEY CHAPTER READING DIVISION RETIREMENT PLAN | READING PA | 490 | $125.6M | $721K |
| 3 | WYCLIFFE GOLF & COUNTRY CLUB HOM |
WELLINGTON FL |
| 218 |
| $5.7M |
| $303K |
| 4 | BLUPEAK CREDIT UNION BLUPEAK CREDIT UNION 401(K) & BENEFIT SHARING PLAN | SAN DIEGO CA | 109 | $29.0M | $301K |
| 5 | CARLIN GROUP HOLDCO CA CARLIN 401(K) PLAN | SCHAUMBURG IL | 371 | $17.4M | $264K |
| 6 | HORIZON MEDICAL GROUP, PC HORIZON MEDICAL GROUP, PC 401K PROFIT SHARING PLAN AND TRUST | GOSHEN NY | 385 | $64.6M | $251K |
| 7 | GEORGIA UTILITY CONTRACTORS ASSOCIATION, INC. CONTRACTORS RETIREMENT PLAN | FOREST PARK GA | 1,400 | $35.8M | $237K |
| 8 | AZTEC ENGINEERING GROUP, INC. AZTEC ENGINEERING GROUP, INC. 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 188 | $25.1M | $225K |
| 9 | ZP GROUP ZP GROUP PLAN A | MCLEAN VA | 127 | $17.2M | $215K |
| 10 | NCB MANAGEMENT SERVICES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | TREVOSE PA | 276 | $15.6M | $176K |
