Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Franklin Growth Adv in their Schedule of Assets, totaling $99.8M 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 | ROLLINS, INC & SUBSIDIARIES ROLLINS 401(K) SAVINGS PLAN | ATLANTA GA | 16,088 | $1.1B | $93.5M |
| 2 | ONELEGACY ONELEGACY 403(B) RETIREMENT PLAN | AZUSA CA | 467 | $48.2M | $2.5M |
| 3 | MUESER RUTLEDGE CONSULTING ENGINEERS PLLC MUESER RUTLEDGE CONSULTING ENGINEERS PLLC 401(K) RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 148 |
| $45.8M |
| $2.3M |
| 4 | ENERCON ENGINEERING, INC. ENERCON ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | EAST PEORIA IL | 130 | $14.3M | $1.2M |
| 5 | NEWCOMB OIL CO., LLC NEWCOMB OIL CO., LLC PROFIT SHARING AND 401K SAVINGS PLAN | BARDSTOWN KY | 801 | $29.9M | $249K |
