Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 43 retirement plans report an interest in this investment, totaling $8.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Franklin Dynatech Fund, Franklin Dynatech. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | NORTHWEST GEORGIA ONCOLOGY CENTERS, P.C. NORTHWEST GEORGIA ONCOLOGY CENTERS, P.C. 401(K) PLAN | MARIETTA GA | 150 | $35.4M | $2.3M |
| 2 | RF INDUSTRIES, LTD. RF INDUSTRIES, LTD. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 301 | $16.8M | $911K |
| 3 | SOUTH JERSEY GLASS CO, INC. SOUTH JERSEY GLASS CO, INC. 401(K) PLAN | VINELAND NJ | 162 | $12.6M | $724K |
| 4 | BETA TECHNOLOGIES, INC. BETA TECHNOLOGIES 401(K) PLAN | SOUTH BURLINGTON VT | 733 | $20.2M | $474K |
| 5 | VISALIA OB/GYN MEDICAL ASSOCIATES, INC. VISALIA OB/GYN MEDICAL ASSOCIATES, INC. 401(K) PLAN | VISALIA CA | 10 | — | $461K |
| 6 | VIDA SHOES INTERNATIONAL VIDA SHOES INTERNATIONAL 401(K) RETIREMENT PLAN | NEW YORK NY | 186 | $28.7M | $406K |
| 7 | TEN-8 FIRE & SAFETY, LLC TEN-8 FIRE & SAFETY, LLC 401(K) PLAN | BRADENTON FL | 180 | $15.5M | $400K |
| 8 | THE NOCO COMPANY THE NOCO COMPANY 401(K) PLAN | GLENWILLOW OH | 187 | $6.5M | $397K |
| 9 | CALLIGARI & ASSOCIATES, LLC CALLIGARI & ASSOCIATES, LLC CROSS-TESTED 401(K) PROFIT SHARING PLAN | CAPISTRANO BEACH CA | 12 | — | $287K |
| 10 | FIRST COMMUNITY BANK FIRST COMMUNITY BANK 401(K) AND PROFIT SHARING PLAN | BATESVILLE AR | 533 | $27.1M | $274K |
