Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Franklin Income Fund Mutual fund in their Schedule of Assets, totaling $8.5M 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 | AIR TRANSPORT INTERNATIONAL, INC. AIR TRANSPORT INTERNATIONAL, INC. 401(K) PLAN | WILMINGTON OH | 773 | $48.6M | $3.7M |
| 2 | AIR TRANSPORT INTERNATIONAL, INC. ATI FLIGHT CREW MEMBER 401(K) PLAN | WILMINGTON OH | 553 | $80.8M | $3.2M |
| 3 | CARDINAL SCALE MANUFACTURING CO. |
WEBB CITY MO |
| 255 |
| $15.5M |
| $1.3M |
| 4 | VANTAGE POINT SOLUTIONS, INC. VANTAGE POINT SOLUTIONS 401(K) PLAN | MITCHELL SD | 376 | $34.2M | $223K |
| 5 | COLQUITT ELECTRIC MEMBERSHIP CORPORATION COLQUITT EMC RETIREMENT PLAN | MOULTRIE GA | 170 | $62.5M | $11K |