Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Franklin Growth Fund Mutual fund in their Schedule of Assets, totaling $4.8M 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 | WHEELER CONSOLIDATED, INC. WHEELER CONSOLIDATED, INC. PROFIT SHARING AND SAVINGS PLAN | EDEN PRAIRIE MN | 145 | $18.9M | $1.7M |
| 2 | AKG NORTH AMERICA, INC. AKG NORTH AMERICA, INC. 401(K) PLAN | MEBANE NC | 509 | $39.1M | $1.5M |
| 3 | SUPER CENTER CONCEPTS, INC. D/B/A SUPERIOR SUPER W |
SANTA FE SPRINGS CA |
| 6,788 |
| $39.0M |
| $537K |
| 4 | LEWIS TREE SERVICE, INC. NORTH COAST HOLDINGS SAVE MONEY AND REDUCE TAXES (SMART) PLAN | WEST HENRIETTA NY | 3,119 | $69.9M | $379K |
| 5 | AEGSI HOLDINGS LLC AEGSI HOLDINGS LLC 401(K) PLAN | HOUSTON TX | 288 | $12.7M | $241K |
| 6 | COMMUNITY HEALTH CENTERS, INC. COMMUNITY HEALTH CENTERS, INC. MONEY PURCHASE PENSION PLAN | MIDWEST CITY OK | 151 | $3.8M | $238K |
| 7 | FANDOM, INC. FANDOM, INC. 401(K) PROFIT SHARING PLAN TRUST | SAN FRANCISCO CA | 215 | $28.0M | $133K |
| 8 | I.M. SULZBACHER CENTER FOR THE HOMELESS IM SULZBACHER CENTER FOR THE HOMELESS 403(B) PLAN | JACKSONVILLE FL | 133 | $2.6M | $77K |
| 9 | DYNASTY WIRELINE SERVICES LLC DYNASTY WIRELINE SERVICES LLC 401(K) PLAN | MIDLAND TX | 179 | $7.8M | $39K |
