Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Franklin Rising Dividends A in their Schedule of Assets, totaling $13.5M 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 | AMAWATERWAYS, LLC AMAWATERWAYS, LLC | CALABASAS CA | 241 | $22.8M | $1.7M |
| 2 | CHUGH, LLP CHUGH, LLP 401K PLAN | CERRITOS CA | 203 | $17.1M | $1.0M |
| 3 | UNION AVENUE HEALTHCARE, INC. UNION AVENUE HEALTHCARE INC. 401(K) PLAN | BOUND BROOK |
| 427 |
| $19.7M |
| $968K |
| 4 | HURRICANE ELECTRIC HURRICANE ELECTRIC 401K PLAN | FREMONT CA | 118 | $14.6M | $939K |
| 5 | PMA FINANCIAL NETWORK, LLC PMA FINANCIAL NETWORK, LLC 401(K) PLAN | NAPERVILLE IL | 175 | $49.9M | $861K |
| 6 | READY TECH - GO, INC. RTG MEDICAL 401(K) PLAN | FREMONT NE | 840 | $23.7M | $840K |
| 7 | KOVA FERTILIZER KOVA FERTILIZER INC. 401(K) PLAN | GREENSBURG IN | 234 | $13.9M | $825K |
| 8 | MARKET BASKET THE MARKET BASKET 401(K) RETIREMENT PLAN | FRANKLIN LAKES NJ | 150 | $9.1M | $813K |
| 9 | BANCORP FINANCIAL, INC. BANCORP FINANCIAL, INC. 401(K) PLAN | OAK BROOK IL | 180 | $13.2M | $695K |
| 10 | BREHOB CORPORATION BREHOB CORPORATION EMPLOYEES PROFIT SHARING & SAVINGS PLAN & TRUST | INDIANAPOLIS IN | 123 | $13.7M | $643K |
