Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Convertible Securities in their Schedule of Assets, totaling $133K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | APOGEE ENGINEERING LLC APOGEE ENGINEERING 401 (K) PLAN | COLORADO SPGS CO | 641 | $49.3M | $108K |
| 2 | DIGESTIVE SPECIALISTS, INC. DIGESTIVE SPECIALISTS, INC./DIGESTIVE ENDOSCOPY CENTER, LLC 401(K) PROFIT SHARING PLAN | DAYTON OH | 133 | $38.1M | $25K |
