Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Franklin Real Estate Securities R6 in their Schedule of Assets, totaling $871K 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 | SUBMITTABLE HOLDINGS INC. SUBMITTABLE 401(K) PLAN | MISSOULA MT | 129 | $10.7M | $497K |
| 2 | TRAJECTOR MEDICAL, LLC TRAJECTOR HOLDINGS SAVINGS PLAN | GAINESVILLE FL | 773 | $14.9M | $180K |
| 3 | EVEREST CAMPUS SERVICES COMPANY, LLC THE EVEREST CAMPUS SERVICES COMPANY, LLC 401(K) PLAN |
BROOKHAVEN GA |
| 536 |
| $18.8M |
| $151K |
| 4 | GONZALEZ TRADING, LLC GONZALEZ TRADING RETIREMENT PLAN | SAN JUAN PR | 165 | $1.6M | $17K |
| 5 | TAPPER'S FINE JEWELRY, INC. TAPPER'S FINE JEWELRY, INC. 401(K) PROFIT SHARING PLAN | WEST BLOOMFIELD MI | 165 | $10.4M | $17K |
| 6 | HUPP ELECTRIC MOTORS, INC. HUPP 401(K) PLAN | MARION IA | 257 | $25.0M | $9K |
