Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FRANKLIN INCOME FUND - R in their Schedule of Assets, totaling $218K 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 | WELLSPACE HEALTH WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN | SACRAMENTO CA | 872 | $26.3M | $146K |
| 2 | EDUCATION MANAGEMENT & NETWORKS EDUCATION MANAGEMENT & NETWORKS INC 401K PLAN | SOUTHFIELD MI | 179 | $3.4M | $56K |
| 3 | TAMPA JCC/FEDERATION, INC. TAMPA JCC/FEDERATION, INC. 401K |
TAMPA FL |
| 178 |
| $1.2M |
| $11K |
| 4 | M & B PRODUCTS INC M & B PRODUCTS INC 401K PROFIT SHARING PLAN AND TRUST | TAMPA FL | 218 | $1.7M | $3K |
| 5 | CIRCLE AUTOMOTIVE GROUP, INC. CIRCLE AUTOMOTIVE GROUP, INC. 401(K) PLAN | SANTA ANA CA | 160 | $5.3M | $2K |
