Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Franklin Rising Dividends R6 in their Schedule of Assets, totaling $2.1M 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 | GLOBAL SHOP SOLUTIONS, INC. GLOBAL SHOP SOLUTIONS, INC. 401(K) PLAN | THE WOODLANDS TX | 302 | $44.0M | $759K |
| 2 | PATSON, INC. DBA TRANSCHICAGO PATSON DBA TRANSCHICAGO TRUCK GROUP 401(K) PLAN | ELMHURST IL | 380 | $17.6M | $640K |
| 3 | UCONNECTCARE UCONNECTCARE 401K PLAN |
BATAVIA NY |
| 113 |
| $3.4M |
| $246K |
| 4 | THE ARMS TRUCKING CO. THE ARMS TRUCKING CO. 401(K) PLAN | EAST CLARIDON OH | 107 | $10.6M | $236K |
| 5 | GAMING CAPITAL GROUP LLC GAMING CAPITAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | NEWCASTLE OK | 328 | $21.6M | $212K |
| 6 | PHOENIX MANAGEMENT SOLUTIONS, LL PHOENIX MANAGEMENT SOLUTIONS, LLC 401K PROFIT SHARING PLAN & T | SAN ANTONIO TX | 199 | $12.6M | $52K |
