Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Convertible securities R6 Mutual fund in their Schedule of Assets, totaling $132K 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 | SOUTHWEST DEALER SERVICES, INC. SOUTHWEST DEALER SERVICES 401(K) PLAN | IRVINE CA | 382 | $22.9M | $115K |
| 2 | AQUARIUS WATER CONDITIONING AQUARIUS WATER CONDITIONING 401(K) PLAN | LITTLE CANADA MN | 265 | $8.5M | $17K |
