Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Franklin Rising Dividends R6 Mutual fund in their Schedule of Assets, totaling $1.9M 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 | STONEMOR INC DBA EVERSTORY PARTNERS EVERSTORY PARTNERS RETIREMENT PLAN | ALTAMONTE SPRINGS FL | 2,262 | $39.8M | $1.3M |
| 2 | UNITED RADIO, INC. UNITED RADIO, INC. 401(K) RETIREMENT PLAN | E. SYRACUSE NY | 577 | $36.8M | $453K |
| 3 | ETRAILER CORPORATION ETRAILER CORPORATION EMPLOYEE PROFIT SHARING PLAN & TRUST |
WENTZVILLE MO |
| 378 |
| $32.0M |
| $107K |
| 4 | WHITMORE WORSLEY, INC. WHITMORE WORSLEY, INC. 401(K) PROFIT SHARING PLAN | EAST HAMPTON NY | 130 | $4.3M | $10K |