Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Franklin Growth R6 in their Schedule of Assets, totaling $18.6M 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 | DSI HOLDING USA INC. DSI HOLDING USA INC. PROFIT SHARING AND RETIREMENT PLAN | BOLINGBROOK IL | 207 | $31.9M | $5.1M |
| 2 | INTERCEPT PHARMACEUTICALS, INC. INTERCEPT PHARMA 401(K) PLAN | MORRISTOWN NJ | 250 | $50.7M | $3.8M |
| 3 | USOP, LLC US ORTHOPAEDIC PARTNERS 401(K) PLAN |
ALPHARETTA GA |
| 1,590 |
| $102.5M |
| $3.4M |
| 4 | CREFORM CORPORATION CREFORM CORPORATION 401(K) RETIREMENT PLAN | GREER SC | 118 | $19.8M | $2.6M |
| 5 | PURVIS INDUSTRIES, LLC PURVIS 401(K) PLAN | DALLAS TX | 1,020 | $55.5M | $1.4M |
| 6 | UNIVERSITY OF IOWA COMMUNITY MEDICAL SERVICES, LLC UNIVERSITY OF IOWA COMMUNITY MEDICAL SERVICES, LLC 401(K) PLAN | CORALVILLE IA | 82 | $9.3M | $1.1M |
| 7 | ZAGG INCORPORATED ZAGG INC. 401(K) PLAN | MIDVALE UT | 294 | $28.2M | $479K |
| 8 | MERLIN LAW GROUP, PLLC MERLIN LAW GROUP, PLLC 401(K) PLAN | TAMPA FL | 105 | $8.6M | $341K |
| 9 | CONCEPTS OF INDEPENDENCE, INC. CONCEPTS SALARY DEFERRAL 403(B) PLAN | NEW YORK NY | 514 | $5.8M | $211K |
| 10 | ADAMS BROS. CABINETRY, INC. D/B/A ADAMS GROUP ADAMS GROUP 401(K) PLAN & TRUST | NORTH PORT FL | 122 | $2.8M | $210K |
