Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Franklin Utilities R6 Registered Investment Company in their Schedule of Assets, totaling $2.8M 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 | HUSCO INTERNATIONAL, INC. HUSCO INTERNATIONAL, INC. SAVINGS PLAN | WAUKESHA WI | 726 | $128.1M | $1.9M |
| 2 | AMERILIFE US, LLC INDEPENDENT ADMINISTRATIVE SERVICES, L.L.C. 401(K) PLAN | CLEARWATER FL | 2,391 | $101.7M | $377K |
| 3 | NOMURA RESEARCH INSTITUTE HOLDINGS AMERICA, INC. |
NEW YORK NY |
| 104 |
| $41.8M |
| $313K |
| 4 | PASSIOHR, INC. PASSIOHR, INC. RETIREMENT SAVINGS PLAN | ENGLEWOOD CO | 190 | $10.8M | $108K |
| 5 | PHILADELPHIA CRICKET CLUB PHILADELPHIA CRICKET CLUB 401(K) PLAN | PHILADELPHIA PA | 208 | $7.2M | $71K |
