Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding John Hancock Franklin Utilities Fund in their Schedule of Assets, totaling $702K 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 | BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC 401(K) PLAN | RESTON VA | 215 | $48.2M | $304K |
| 2 | TEMEG HOLDINGS, INC. TEMEG HOLDINGS, INC. RETIREMENT SAVINGS PLAN | HUDSON OH | 342 | $12.1M | $159K |
| 3 | ARKAY PACKAGING CORPORATION |
HAPPAUGE NY |
| 230 |
| $20.1M |
| $145K |
| 4 | AUDIO ENHANCEMENT, INC. AUDIO ENHANCEMENT 401(K) PLAN | BLUFFDALE UT | 209 | $12.5M | $90K |
| 5 | MCCORKLE NURSERIES, INC. MCCORKLE NURSERIES, 401(K) PROFIT SHARING PLAN | DEARING GA | 227 | $5.8M | $3K |
