Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Franklin Real Estate Securities Fund in their Schedule of Assets, totaling $273K 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 | OLIN PARTNERSHIP, LTD. OLIN PARTNERSHIP, LTD. 401(K) PLAN | PHILADELPHIA PA | 70 | $15.9M | $190K |
| 2 | COVIS PHARMA US, INC. COVIS PHARMA US, INC. 401(K) PLAN | BERKELEY HEIGHTS NJ | 56 | $10.3M | $73K |
| 3 | PENTEGRA SERVICES, INC THE GRATITUDE PEP |
| 525 |
| $35.6M |
| $10K |