FRANKLIN UTILITIES FUND Advisor Class
Ticker FRUAX · Mutual fund
Matched by tickerAll Franklin Templeton fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
22
8 with $250K or more
Dollars held
$6.8M
69,840 of 69,862 plans with fund lines hold none
Median per plan
$232K
Share of their fund dollars
0.8%
Same fund, other share classes
17 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class R6FUFRX | Low cost | 331 | $89.4M |
| Franklin Utilities Fund Advisor Class (this page)FRUAX | Not stated | 22 | $6.8M |
| Class AFKUQX | Retail / revenue sharing | 17 | $2.2M |
| Franklin Utilities Fund Class RFRURX | Not stated | 9 | $1.1M |
| Franklin Utilities Fund Class A1FKUTX | Not stated | 2 | $216K |
Plans adding and dropping it, 2024 to 2025
Added
1 plan
$538K at year-end 2025
Dropped
1 plan
$376K at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that added it in 2025 (1 plan)
| Plan | Year-end value |
|---|---|
| Landrum Professional Employer Services Retirement Savings Plan$50M-$250M | $538K |
Plans that dropped it after 2024 (1 plan)
| Plan | Year-end value |
|---|---|
| Ridgecrest Regional Hospital Special Contributory Tsa Pension Plan$50M-$250M ReplacedHigh | $376K to $396K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold FRANKLIN UTILITIES FUND Advisor Class
The largest 10 plans in each list.
| CTBC Bank Corp. (USA) 401(k) Profit Sharing Plan$85.7M plan · CTBC Bank Corp. (USA), CA · Fidelity (FMR) | $1.4M |
| Andromeda Systems Incorporated 401(k) Profit Sharing Plan and Trust$59.4M plan · Andromeda Systems Incorporated, VA · Fidelity (FMR) | $1.0M |
| NHD Nonunion Retirement Savings Plan$25.2M plan · New Hampshire Distributors, LLC, NH · Fidelity (FMR) | $839K |
| First Savings Mortgage Corporation 401(k) Salary Reduction Plan$69.9M plan · First Savings Mortgage Corporation, VA · Lincoln Financial | $719K |
| Landrum Professional Employer Services Retirement Savings Plan$147M plan · Landrum Professional Employer Services, Inc., FL · Slavic401k | $538K |
| American Agricultural Insurance Company Employees Savings Trust$34.5M plan · American Agricultural Insurance Company, IL · Fidelity (FMR) | $487K |
| The Plastic Surgery Center, PA Safe Harbor Pension Plan$39.0M plan · Jot Management LLC D/B/a Sycamore Medical Management, NJ · Nationwide | $321K |
| Smartstream Technologies 401(k) Plan$15.7M plan · Smartstream Technologies, Inc., NY · Fidelity (FMR) | $256K |
| Chestnut Health Systems, Inc. 401(k) Retirement Plan$48.1M plan · Chestnut Health Systems, Inc., IL · OneAmerica | $249K |
| Arizona Ob/GYN Affiliates PC 401(k) Ret$40.0M plan · Arizona Ob/GYN Affiliates PC, AZ · Newport Group | $234K |
Plans whose filed schedule lists FRANKLIN UTILITIES FUND Advisor Class.
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How the filings spell it
Show 5 names seen in the filings
- Franklin Templeton Utilities Advisor
- Franklin Utilities Advisor
- Franklin Utilities Advisor Class
- Franklin Utilities Advisor Class Fund
- Utilities Fund Advisor Class