Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Franklin Income R6 Mutual fund - in their Schedule of Assets, totaling $1.5M 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 | MIDSTATES BANK, NATIONAL ASSOCIATION MIDSTATES BANK, NATIONAL ASSOCIATION 401(K) PLAN | HARLAN IA | 98 | $15.6M | $585K |
| 2 | MIDSTATES BANCSHARES, INC. MIDSTATES BANCSHARES, INC. 401(K) PLAN | HARLAN IA | 111 | $12.5M | $551K |
| 3 | ANALYTICS8, LLC ANALYTICS8, LLC 401(K) PLAN |
CHICAGO IL |
| 96 |
| $11.5M |
| $107K |
| 4 | A-VERDI COS LLC A-VERDI COS LLC 401(K) PROFIT SHARING PLAN TRUST | SAVANNAH NY | 109 | $2.7M | $96K |
| 5 | FORAN GLENNON PALANDECH & PONZI, PC FORAN GLENNON PALANDECH PONZI & RUDLOFF, PC PROFIT SHARING 401(K) PLAN | CHICAGO IL | 103 | $27.1M | $52K |
| 6 | JOHNSON & JORDAN, INC. JOHNSON & JORDAN, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | SCARBOROUGH ME | 302 | $63.1M | $39K |
| 7 | STATES LOGISTICS SERVICES, INC. STATES LOGISTICS 401(K) PLAN | BUENA PARK CA | 749 | $17.5M | $25K |
| 8 | FUELCOMM, INC STACKLINE 401(K) PLAN | SEATTLE WA | 212 | $17.0M | $15K |
