Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Franklin Utilities R6 Mutual Funds in their Schedule of Assets, totaling $1.9M 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 | PRESTIGE EMPLOYEE ADMINISTRATORS, INC. PRESTIGE EMPLOYEE ADMINISTRATORS RETIREMENT SAVINGS PLAN | SUNRISE FL | 10,980 | $558.5M | $1.6M |
| 2 | ADMA BIOLOGICS, INC. ADMA BIOLOGICS, INC. 401(K) PLAN | BOCA RATON FL | 653 | $32.6M | $205K |
| 3 | MX TECHNOLOGIES, INC. MX TECHNOLOGIES, INC. 401(K) PLAN |
LEHI UT |
| 436 |
| $45.9M |
| $65K |
| 4 | AIR MECHANICAL, INC. AIR MECHANICAL, INC. 401(K) & PROFIT SHARING PLAN | HAM LAKE MN | 154 | $6.1M | $38K |