Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Franklin Utilities Fund Registered investment company in their Schedule of Assets, totaling $84K 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 | ALLIANCE FOR A HEALTHIER GENERATION ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN | PORTLAND OR | 59 | $13.1M | $43K |
| 2 | HOLLAND PARTNER GROUP OPERATIONS, LLC HOLLAND PARTNER GROUP OPERATIONS, LLC 401(K) PLAN | VANCOUVER WA | 778 | $62.0M | $33K |
| 3 | HORIZON HEALTH CARE |
HICKSVILLE NY |
| 650 |
| $4.4M |
| $8K |
