Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Convertible Securities Fund in their Schedule of Assets, totaling $244K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TAKAKO AMERICA CO., INC. TAKAKO AMERICA CO., INC. EMPLOYEES 401(K) RETIREMENT PLAN | HUTCHINSON KS | 130 | $8.9M | $231K |
| 2 | ELM TERRACE GARDENS RETIREMENT PLAN OF ELM TERRACE GARDENS | LANSDALE PA | 205 | $5.0M | $13K |
