Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Franklin Rising Dividends Mutual Fund in their Schedule of Assets, totaling $11.6M 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 | THE WALTON ELECTRIC MEMBERSHIP CORPORATION THE WALTON ELECTRIC MEMBERSHIP CORPORATION 401 K PLAN | MONROE GA | 270 | $66.5M | $8.3M |
| 2 | PEPSI-COLA NEWBURGH BOTTLING CO., INC. PEPSI-COLA NEWBURGH BOTTLING CO., INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF PEPSI-COLA OF THE HUDSON VALLEY AND PEPSI-COLA BRIS | NEWBURGH NY | 350 | $45.4M | $3.2M |
| 3 |
CINCINNATI OH |
| 125 |
| $12.6M |
| $10K |
