Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Growth Series Class R6 Mutual funds in their Schedule of Assets, totaling $6.4M 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 | AUDAX MANAGEMENT COMPANY, LLC AUDAX 401(K) SAVINGS PLAN | BOSTON MA | 447 | $80.4M | $3.9M |
| 2 | AUDAX MANAGEMENT COMPANY, LLC AUDAX 401(K) SAVINGS PLAN | BOSTON MA | 369 | $47.5M | $2.4M |
