Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 41 retirement plans report an interest in this investment, totaling $17.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 8 name variants: Franklin Growth Fund, Franklin Growth A, Franklin Growth Series RET Acct, Franklin Growth, Franklin Growth R, Franklin Growth ADV, Franklin Growth Series Retirement, Franklin Growth Fund R. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SUPERIOR HARDWOODS OF OHIO, INC. SUPERIOR HARDWOODS OF OHIO, INC. EMPLOYEES PROFIT SHARING PLAN | WELLSTON OH | 132 | $11.6M | $2.5M |
| 2 | BAYVIEW PHYSICIAN SERVICES , P.C. BAYVIEW PHYSICIAN SERVICES, P.C. 401K PROFIT SHARING PLAN | CHESAPEAKE VA | 271 | $112.9M | $2.1M |
| 3 | TROUT, EBERSOLE & GROFF, LLP TROUT EBERSOLE & GROFF, LLP RETIREMENT SAVINGS PLAN | LANCASTER PA | 129 | $35.2M | $1.2M |
| 4 | CRUZ ASSOCIATES, INC. CRUZ ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | YORKTOWN VA | 296 | $30.6M | $1.2M |
| 5 | JAYNES, REITMEIER, BOYD & THERRELL, P.C. JRBT 401(K) PLAN | WACO TX | 116 | $18.5M | $1.1M |
| 6 | BOB HALL, INC. BOB HALL, INC. 401(K) PROFIT SHARING PLAN | UPPER MARLBORO MD | 106 | $14.4M | $1.1M |
| 7 | INVO PEO, INC. INVO PEO, INC. 401(K) PLAN | OAK RIDGE TN | 1,175 | $14.4M | $1.0M |
| 8 | ROSINA FOOD PRODUCTS, INC. ROSINA FOOD PRODUCTS, INC. 401(K) PLAN | BUFFALO NY | 480 | $39.9M | $935K |
| 9 | UNIVERSITY SUPPORT SERVICES, LLC UNIVERSITY SUPPORT SERVICES, LLC CASH OR DEFERRED PLAN | GREAT RIVER NY | 249 | $28.7M | $843K |
| 10 | SYSTEM SOFT TECHNOLOGIES, LLC SYSTEM SOFT TECHNOLOGIES, LLC 401(K) PLAN | TAMPA FL | 441 | $11.1M | $660K |
