Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FRANKLIN MODERATE ALLOCATION R in their Schedule of Assets, totaling $760K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUMMERS-TAYLOR, INC SUMMERS-TAYLOR, INC 401(K) RETIREMENT PLAN | JOHNSON CITY TN | 742 | $16.5M | $586K |
| 2 | WELLSPACE HEALTH WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN | SACRAMENTO CA | 872 | $26.3M | $152K |
| 3 | HOWARD J CHUDLER & ASSOCIATES, L HOWARD J CHUDLER & ASSOCIATES, LLC 401K PLAN |
COVINA CA |
| 322 |
| $2.1M |
| $22K |
