Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Franklin Rising Dividends A Franklin 0 in their Schedule of Assets, totaling $7.7M 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 | MODERN WELDING COMPANY, INC. MODERN WELDING COMPANY 401(K) SAVINGS PLAN | OWENSBORO KY | 370 | $33.9M | $4.8M |
| 2 | HUNGRY HOWIE'S DISTRIBUTING, INC. HUNGRY HOWIE'S DISTRIBUTING, INC 401(K) PROFIT SHARING PLAN & TRUST | MADISON HEIGHTS MI | 196 | $12.4M | $2.5M |
| 3 | KRAZAN & ASSOCIATES, INC. |
CLOVIS CA |
| 290 |
| $19.0M |
| $326K |
| 4 | RJ ACQUISITION CORP AD ART COMPANY 401(K) PLAN | VERNON CA | 85 | $2.1M | $48K |
| 5 | CARITAS MANAGEMENT CORP. CARITAS MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO CA | 198 | $4.2M | $31K |
