Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FRANKLIN UTILITIES FUND - R in their Schedule of Assets, totaling $840K 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 | BALFOUR BEATTY INVESTMENTS INC BALFOUR BEATTY INVESTMENTS, INC. 401(K) PLAN | MALVERN PA | 1,417 | $47.1M | $418K |
| 2 | ROYAL TRUCK AND TRAILER SALES AN ROYAL TRUCK AND TRAILER SALES AND SERVICES, INC. 401K PROFIT S | NORTHVILLE MI | 175 | $13.7M | $348K |
| 3 | CARIBBEAN SUN AIRLINES, INC. DBA |
MIAMI FL |
| 221 |
| $2.1M |
| $47K |
| 4 | 3SHAPE, INC. 3SHAPE, INC. 401(K) PLAN | NEW PROVIDENCE NJ | 70 | $7.0M | $27K |
