Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Franklin Growth Fund Adv in their Schedule of Assets, totaling $10.2M 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 | WESTERN NATIONAL PROPERTIES DBA WESTERN NATIONAL GROUP WNG 401(K) PLAN | IRVINE CA | 824 | $58.3M | $6.6M |
| 2 | GOLUB & COMPANY, LLC GOLUB & COMPANY, LLC 401(K) PLAN | CHICAGO IL | 107 | $19.2M | $2.7M |
| 3 | LEADERSHIP FOR EDUCATIONAL EQUIT LEADERSHIP FOR EDUCATIONAL EQUIT EQUITY 401(K) PLAN |
WILMINGTON DE |
| 144 |
| $12.9M |
| $909K |