Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Franklin Utilities Series Adv Franklin 0 in their Schedule of Assets, totaling $1.4M 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 | MIDWAY STAR SALON SERVICES LLC STARS COMPANIES RETIREMENT PLAN | POMPANO BEACH FL | 181 | $16.0M | $661K |
| 2 | SCOTT INDUSTRIAL SYSTEMS, INC. SCOTT INDUSTRIAL SYSTEMS INC PROFIT SHARING 401 (K) PLAN | DAYTON OH | 149 | $23.5M | $458K |
| 3 | IRG REALTY ADVISORS, LLC IRG REALTY ADVISORS 401(K) PLAN |
RICHFIELD OH |
| 265 |
| $17.8M |
| $211K |
| 4 | IT SOLUTIONS CONSULTING, LLC IT SOLUTIONS CONSULTING 401(K) PLAN | FORT WASHINGTON PA | 323 | $31.5M | $24K |