Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Franklin Income Fund - Class A in their Schedule of Assets, totaling $15K 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 | ELM TERRACE GARDENS RETIREMENT PLAN OF ELM TERRACE GARDENS | LANSDALE PA | 205 | $5.0M | $11K |
| 2 | NATIONAL OUTDOOR LEADERSHIP SCHOOL NATIONAL OUTDOOR LEADERSHIP SCHOOL TAX SHELTERED ANNUITY PLAN | LANDER WY | 764 | $19.0M | $3K |
| 3 | MONTREAT COLLEGE MONTREAT COLLEGE RETIREMENT PLAN |
MONTREAT NC |
| 164 |
| $9.7M |
| $1K |
