Form 5500 Search

Franklin Mutual Beacon Fund

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 207 retirement plans report an interest in this investment, totaling $17.1M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
207
Reported interest (EOY)
$17.1M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 3 name variants: Franklin Mutual Beacon Fund, Franklin Mutual Beacon, Franklin Mutual Beacon FD. Counts combine all variants of the same investment.

Plans holding Franklin Mutual Beacon Fundranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1AHMUTY, DEMERS & MCMANUS
AHMUTY, DEMERS & MCMANUS 401(K) PLAN
ALBERTSON
NY
106$33.1M$1.5M
2MERICLE CONSTRUCTION, INC.
MERICLE 401(K) PROFIT SHARING PLAN
WILKES BARRE
PA
328$46.2M$1.1M
3MERRILL FARMS, LLC
MERRILL FARMS, LLC RETIREMENT PLAN & TRUST
SALINAS
CA
218$16.8M$770K
4MARQUETTE TRANSPORTATION COMPANY, LLC
MARQUETTE TRANSPORTATION COMPANY 401(K) PLAN
PADUCAH
KY
1,390$94.0M$718K
5BATH FITTER TENNESSEE, INC.
BATH FITTER USA RETIREMENT PLAN
SPRINGFIELD
TN
535$27.4M$528K
6ARISTEO CONSTRUCTION COMPANY
ARISTEO CONSTRUCTION COMPANY 401(K) PLAN
LIVONIA
MI
174$38.4M$486K
7ELECTRO-METHODS, INC.
ELECTRO-METHODS, INC 401(K) PLAN
SOUTH WINDSOR
CT
210$24.5M$482K
8E & M ELECTRIC AND MACHINERY, INC.
E & M ELECTRIC AND MACHINERY, INC. 401(K) PROFIT SHARING PLAN
HEALDSBURG
CA
121$23.0M$459K
9WALSH GALLEGOS KYLE ROBINSON & ROALSON P.C.
WALSH GALLEGOS 401(K) PLAN
SAN ANTONIO
TX
128$41.4M$417K
10PARADISE ARTISTS, INC.
PARADISE ARTISTS, INC. 401(K) PROFIT SHARING PLAN
WESTLAKE VILLAGE
CA
6$392K
See all 207 plans holding Franklin Mutual Beacon Fund
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