Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FRANKLIN/TEMPLETON FRANKLIN EQUITY INCOME R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $125K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NOVA FINANCIAL & INVESTMENT CORPORATION NOVA FINANCIAL & INVESTMENT CORP. EMPLOYEES 401K PROFIT SHARING PLAN | TUCSON AZ | 335 | $38.9M | $75K |
| 2 | NUKEMED INC. NUKEMED INC. 401K PLAN | INDIANAPOLIS IN | 173 | $5.0M | $38K |
| 3 | BOSTON MOUNTAIN RURAL HEALTH CENTER INC. BOSTON MOUNTAIN RURAL HEALTH CENTER INC. 401K PLAN |
MARSHALL AR |
| 285 |
| $12.5M |
| $12K |
