Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FRANKLIN RISING DIV ADV in their Schedule of Assets, totaling $5.8M 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 | KENWOOD DEALER GROUP, INC. THE KENWOOD DEALER GROUP EMPLOYEE RETIREMENT PLAN | MASON OH | 685 | $58.1M | $3.1M |
| 2 | GOLUB & COMPANY, LLC GOLUB & COMPANY, LLC 401(K) PLAN | CHICAGO IL | 107 | $19.2M | $1.4M |
| 3 | WINCHESTER INTERCONNECT WINCHESTER INTERCONNECT 401K PLAN |
MILFORD CT |
| 759 |
| $68.2M |
| $1.3M |
