Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Franklin Income Advisor in their Schedule of Assets, totaling $3.5M 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 | COOPER INVESTORS, INC. COOPER INVESTORS, INC. 401(K) PLAN | WHITESTONE NY | 286 | $61.2M | $3.3M |
| 2 | NOVACOAST, INC. NOVACOAST, INC. 401(K) PLAN | OREM UT | 289 | $24.9M | $125K |
| 3 | SPEED WRENCH, INC. SPEED WRENCH, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
HUDSONVILLE MI |
| 157 |
| $16.2M |
| $16K |
