Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Franklin Rising Dividends R in their Schedule of Assets, totaling $2.9M 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 | MERCHSOURCE MERCHSOURCE 401(K) PLAN | IRVINE CA | 169 | $19.5M | $1.1M |
| 2 | WELLSPACE HEALTH WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN | SACRAMENTO CA | 872 | $26.3M | $425K |
| 3 | FMA ALLIANCE, LTD FMA ALLIANCE, LTD 401K & PROFIT SHARING PLAN |
HOUSTON TX |
| 290 |
| $5.0M |
| $368K |
| 4 | HOOVER REHABILITATION SERVICES, INC. HOOVER REHABILITATION SERVICES, INC. 401(K) PLAN | MECHANICSBURG PA | 176 | $12.8M | $202K |
| 5 | IBISWORLD INC IBISWORLD 401(K) PLAN | VENICE CA | 199 | $17.6M | $163K |
| 6 | CHANCELLOR HEALTH CARE, INC. CHANCELLOR HEALTH CARE, 401(K) RETIREMENT PLAN | WINDSOR CA | 270 | $2.3M | $158K |
| 7 | ARANDA TOOLING, INC. ARANDA TOOLING, INC. EMPLOYEES' 401(K) PLAN | CHINO CA | 140 | $5.7M | $140K |
| 8 | NORTHERN DUTCHESS PARAMEDICS INC NORTHERN DUTCHESS PARAMEDICS INC 401(K) PLAN | RHINEBECK NY | 117 | $2.8M | $134K |
| 9 | KELLER MOTORS KELLER MOTORS 401K PROFIT SHARING PLAN AND TRUST | HANFORD CA | 82 | $4.5M | $83K |
| 10 | COVR FINANCIAL TECHNOLOGIES, INC COVR 401K PLAN | BOISE ID | 113 | $2.1M | $52K |
