Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Franklin Utilities Fund # in their Schedule of Assets, totaling $12.4M 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 | PLAN PROFESSIONALS, LLC AGC SELECT 401(K) PEP | SHREWSBURY NJ | 15,566 | $610.5M | $2.8M |
| 2 | AMERICANTCS FIDUCIARY SERVICES, LLC FLEXIBLE 401(K) POOLED EMPLOYER PLAN | PITTSBURGH PA | 1,185 | $58.6M | $2.5M |
| 3 | HOUSTON CHAPTER AGC/LOUISIANA AGC AGC SOUTHWEST CHAPTERS 401(K) PLAN |
HOUSTON TX |
| 14,004 |
| $526.8M |
| $2.4M |
| 4 | ASSOCIATED GENERAL CONTRACTORS OF GEORGIA, INC. AGC RETIREMENT SAVINGS PLAN | ATLANTA GA | 5,784 | $227.0M | $2.0M |
| 5 | BETTS INDUSTRIES, INC. BETTS INDUSTRIES, INC. 401(K) PLAN | WARREN PA | 296 | $48.9M | $891K |
| 6 | NEB CORPORATION NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN | FOND DU LAC WI | 373 | $87.6M | $415K |
| 7 | UDC, INC UNIVERSAL DISPLAY CORPORATION 401(K) PLAN | EWING NJ | 408 | $75.4M | $373K |
| 8 | I. RICE & CO., INC. I. RICE & CO., INC. EMPLOYEE PROFIT SHARING PLAN | PHILADELPHIA PA | 99 | $15.0M | $194K |
| 9 | STEWART BUILDERS, INC. STEWART BUILDERS, INC. 401(K) SAVINGS PLAN | HOUSTON TX | 319 | $22.7M | $167K |
| 10 | ECHELON GROUP, LLC, DBA OPOC.US OPOC.US 401(K) PROFIT SHARING PLAN | WORTHINGTON OH | 129 | $6.7M | $127K |
