Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Franklin Income R6 in their Schedule of Assets, totaling $4.4M 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 | WAREHOUSE SPECIALISTS, LLC VAN HOOF COMPANIES RETIREMENT AND SAVINGS PLAN | APPLETON WI | 718 | $66.4M | $2.5M |
| 2 | CONTINENTAL RESOURCES, INC. CONRES SMART RETIRE PLAN | BEDFORD MA | 297 | $86.3M | $777K |
| 3 | STAFF-LINE, INC. DBA ETHAN ALLEN HR SERVICES ETHAN ALLEN HR SERVICES RETIREMENT SAVINGS PLAN |
POUGHKEEPSIE NY |
| 1,234 |
| $48.4M |
| $527K |
| 4 | FSR TRUCKING, INC. DBA POSTAL CARRIER CORP. FSR TRUCKING, INC. PREVAILING WAGE PLAN | WEST PALM BEACH FL | 199 | $2.3M | $274K |
| 5 | VALIANT SOLUTIONS LLC VALIANT SOLUTIONS LLC 401(K)PROFIT SHARING PLAN AND TRUST | LAWRENCE KS | 201 | $13.2M | $112K |
| 6 | TEAM DIRECT MANAGEMENT LLC TEAM DIRECT MANAGEMENT 401(K) PROFIT SHARING PLAN | ROGERS AR | 190 | $25.0M | $66K |
| 7 | ANTONIO SOFO & SON IMPORTING CO. ANTONIO SOFO & SON IMPORTING CO. EMPLOYEES' 401(K) PLAN | TOLEDO OH | 433 | $19.9M | $60K |
| 8 | DATA SEARCH NY INC. DBA TRAKAMERICA DATA SEARCH NY INC. 401(K) PLAN | BONITA SPRINGS FL | 321 | $8.4M | $16K |
| 9 | HUPP ELECTRIC MOTORS, INC. HUPP 401(K) PLAN | MARION IA | 257 | $25.0M | $12K |
