Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding FRANKLIN INCOME ADV Registered investment company fund in their Schedule of Assets, totaling $128K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LEE & HAYES, P.C. LEE & HAYES 401(K) PLAN | SPOKANE WA | 132 | $28.2M | $128K |
