Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Franklin Income R6 Mutual fund - in their Schedule of Assets, totaling $855K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MIDSTATES BANCSHARES, INC. MIDSTATES BANCSHARES, INC. 401(K) PLAN | HARLAN IA | 111 | $12.5M | $551K |
| 2 | ANALYTICS8, LLC ANALYTICS8, LLC 401(K) PLAN | CHICAGO IL | 96 | $11.5M | $107K |
| 3 | A-VERDI COS LLC A-VERDI COS LLC 401(K) PROFIT SHARING PLAN TRUST |
SAVANNAH NY |
| 109 |
| $2.7M |
| $96K |
| 4 | FORAN GLENNON PALANDECH & PONZI, PC FORAN GLENNON PALANDECH PONZI & RUDLOFF, PC PROFIT SHARING 401(K) PLAN | CHICAGO IL | 103 | $27.1M | $52K |
| 5 | STATES LOGISTICS SERVICES, INC. STATES LOGISTICS 401(K) PLAN | BUENA PARK CA | 749 | $17.5M | $25K |
| 6 | FUELCOMM, INC STACKLINE 401(K) PLAN | SEATTLE WA | 212 | $17.0M | $15K |
| 7 | THE RICHWOOD BANKING COMPANY THE RICHWOOD BANKING COMPANY 401(K) PLAN | RICHWOOD OH | 182 | $9.5M | $9K |
