Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Rising Dividends Fund R Mutual fund in their Schedule of Assets, totaling $338K 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 | SQUARE GROVE LLC SQUARE GROVE LLC 401(K) PLAN | AUSTIN TX | 137 | $4.6M | $260K |
| 2 | THE ARC TAMPA BAY, INC. THE ARC TAMPA BAY, INC. RETIREMENT PLAN | CLEARWATER FL | 190 | $4.0M | $79K |