Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Franklin Dynatech Mutual fund in their Schedule of Assets, totaling $9.8M 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 | M. DAVIS & SONS, INC. M. DAVIS & SONS, INC. 401(K) PLAN | KENNETT SQUARE PA | 427 | $49.7M | $8.3M |
| 2 | KATALYST TECHNOLOGIES, INC. KATALYST TECHNOLOGIES 401(K) PLAN | EVANSTON IL | 0 | $8.1M | $1.2M |
| 3 | FOR BARE FEET, LLC FOR BARE FEET, LLC. 401(K) PLAN |
MARTINSVILLE IN |
| 164 |
| $2.3M |
| $315K |
| 4 | THE KHOURY GROUP THE KHOURY GROUP 401(K) PLAN | SAN ANTONIO TX | 385 | $3.5M | $15K |