Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Franklin Templeton Income Fund in their Schedule of Assets, totaling $6.5M 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 | PORTER PIPE & SUPPLY CO. PORTER PIPE & SUPPLY CO. 401(K) PLAN | ADDISON IL | 350 | $28.5M | $4.1M |
| 2 | BROADDUS & ASSOCIATES, INC. BROADDUS & ASSOCIATES, INC. 401(K) PLAN | AUSTIN TX | 125 | $14.0M | $2.3M |
| 3 | MEDLER ELECTRIC COMPANY MEDLER ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST |
ALMA MI |
| 127 |
| $25.3M |
| $55K |
| 4 | PACIFICA HOTEL COMPANY PACIFICA HOTELS 401(K) PLAN AND TRUST | ALISO VIEJO CA | 937 | $12.7M | $35K |
