Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FRANKLIN CORE PLUS BOND ADV in their Schedule of Assets, totaling $2.0M 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 | TRANSEL ELEVATOR & ELECTRIC, INC TRANSEL ELEVATOR AND ELECTRIC, INC. 401(K)/PROFIT SHARING PLAN | LONG ISLAND CITY NY | 85 | $13.0M | $858K |
| 2 | WINCHESTER INTERCONNECT WINCHESTER INTERCONNECT 401K PLAN | MILFORD CT | 759 | $68.2M | $646K |
| 3 | NATIONAL DEBT RELIEF |
NEW YORK NY |
| 1,996 |
| $61.9M |
| $342K |
| 4 | LIBERTY LENDING, LLC LIBERTY LENDING, LLC 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 128 | $7.9M | $110K |
