Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Franklin Income Fund " in their Schedule of Assets, totaling $1.2M 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 | BETTS INDUSTRIES, INC. BETTS INDUSTRIES, INC. 401(K) PLAN | WARREN PA | 296 | $48.9M | $642K |
| 2 | GIBBS TECHNOLOGY COMPANY GIBBS TECHNOLOGY COMPANY EMPLOYEES SAVINGS TRUST | MARYLAND HEIGHTS MO | 310 | $27.0M | $191K |
| 3 | CELLULAR SALES OF KNOXVILLE, INC. CELLULAR SALES OF KNOXVILLE, INC. 401(K) PLAN |
KNOXVILLE TN |
| 4,589 |
| $90.7M |
| $187K |
| 4 | ORTHOPAEDIC ASSOCIATES, P.A. ORTHOPAEDIC ASSOCIATES, P.A. PROFIT SHARING 401(K) PLAN AND TRUST | FORT WALTON BEACH FL | 0 | $17.1M | $104K |
| 5 | SOUTHWORTH DEVELOPMENT LLC SOUTHWORTH DEVELOPMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | MASHPEE MA | 349 | $12.3M | $19K |
| 6 | NEUMAN & ESSER USA, INC. NEA 401(K) SAVINGS PLAN | KATY TX | 147 | $23.6M | $19K |
| 7 | WILBRAHAM AND MONSON ACADEMY WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | WILBRAHAM MA | 127 | $30.4M | $6K |
| 8 | VALEO FINANCIAL ADVISORS, LLC VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN | CARMEL IN | 183 | $28.4M | $2K |
