Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Franklin Utilities Mutual Fund in their Schedule of Assets, totaling $8.7M 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 | F5, INC. F5, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 2,992 | $1.1B | $8.3M |
| 2 | GLENN MACHINE WORKS, INC. GLENN MACHINE WORKS, INC. 401(K) PLAN | COLUMBUS MS | 153 | $10.4M | $219K |
| 3 | PEI PEI DOWN EAST TOYOTA 401(K) RETIREMENT PLAN |
BREWER ME |
| 133 |
| $12.2M |
| $144K |
| 4 | MECUM AUCTIONS, INC. MECUM AUCTIONS, INC. 401(K) RETIREMENT PLAN | WALWORTH WI | 184 | $13.2M | $25K |
| 5 | NEW YORK INDEPENDENT SYSTEM OPERATOR, INC. NEW YORK INDEPENDENT SYSTEM, INC. 401(K) RETIREMENT PLAN | RENSSELAER NY | 628 | $321.5M | $24K |
| 6 | BROADSTEP BEHAVIORAL HEALTH INC BROADSTEP BEHAVIORAL HEALTH INC. 401(K) RETIREMENT PLAN | KINGSTREE SC | 418 | $7.8M | $6K |