Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Income Advisor Mutual Funds in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE CENTER FOR YOUTH AND FAMILY SOLUTIONS THE CENTER FOR YOUTH AND FAMILY SOLUTIONS 401(K) PLAN | PEORIA IL | 503 | $14.1M | $1.4M |
| 2 | WESTERN ILLINOIS BANCSHARES, INC. CBAI 401(K) MULTIPLE EMPLOYER PLAN ADOPTED BY WESTERN ILLINOIS BANCSHARES, INC. | MONMOUTH IL | 144 | $17.2M | $39K |
