Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Franklin Dynatech Fund R6 Mutual Fund in their Schedule of Assets, totaling $4.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LAWRENCEVILLE SCHOOL LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LAWRENCEVILLE NJ | 620 | $168.5M | $1.8M |
| 2 | SYNDIGO LLC SYNDIGO 401(K) PLAN | CHICAGO IL | 554 | $49.6M | $876K |
| 3 | KLD ASSOCIATES INC. KLD ASSOCIATES INC. 401(K) PLAN |
PORT JEFFERSON STATION NY |
| 138 |
| $13.1M |
| $779K |
| 4 | SYNERGY BUSINESS INNOVATION AND SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN | RESTON VA | 498 | $37.7M | $477K |
| 5 | TORGERSONS, LLC TORGERSON'S LLC 401(K) PLAN | GREAT FALLS MT | 323 | $11.4M | $46K |
