Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Franklin Rising Dividends A Mutual fund -- in their Schedule of Assets, totaling $12.6M 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 | MARSHALL FARMS GROUP LTD MARSHALL FARMS GROUP LTD 401(K) PROFIT SHARING PLAN | NORTH ROSE NY | 226 | $74.4M | $4.3M |
| 2 | MCANGUS GOUDELOCK & COURIE, LLC MCANGUS GOUDELOCK & COURIE, LLC 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 764 | $111.1M | $4.0M |
| 3 | JOHNS BYRNE COMPANY |
NILES IL |
| 158 |
| $24.2M |
| $2.8M |
| 4 | INNOVATIVE SYSTEMS, LLC INNOVATIVE SYSTEMS, LLC 401(K) PLAN | MITCHELL SD | 202 | $46.5M | $642K |
| 5 | SCIENTIFIC SPECIALTIES, INC. SCIENTIFIC SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN | LODI CA | 138 | $11.0M | $630K |
| 6 | COLORTECH, INC. COLORTECH, INC. 401(K) PLAN | MORRISTOWN TN | 279 | $15.0M | $114K |
| 7 | ALL-PRO RECONDITIONING ALL-PRO RECONDITIONING 401(K) PLAN | HOUSTON TX | 888 | $5.2M | $66K |
| 8 | MINDLEAF TECHNOLOGIES, INC. MINDLEAF TECHNOLOGIES, INC. PREVAILING WAGE 401(K) PROFIT SHARING PLAN | LOWELL MA | 11 | $2.4M | $42K |
