Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 214 retirement plans report an interest in this investment, totaling $18.1M in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | AHMUTY, DEMERS & MCMANUS AHMUTY, DEMERS & MCMANUS 401(K) PLAN | ALBERTSON NY | 106 | $33.1M | $1.5M |
| 2 | MERICLE CONSTRUCTION, INC. MERICLE 401(K) PROFIT SHARING PLAN | WILKES BARRE PA | 328 | $46.2M | $1.1M |
| 3 | MERRILL FARMS, LLC MERRILL FARMS, LLC RETIREMENT PLAN & TRUST | SALINAS CA | 218 | $16.8M | $770K |
| 4 | MARQUETTE TRANSPORTATION COMPANY, LLC MARQUETTE TRANSPORTATION COMPANY 401(K) PLAN | PADUCAH KY | 1,390 | $94.0M | $718K |
| 5 | GUARANTEE TRUST LIFE INSURANCE COMPANY GUARANTEE TRUST LIFE INSURANCE COMPANY AND SELECT AFFILIATES 401(K) AND PROFIT SHARING PLAN | GLENVIEW IL | 296 | $57.0M | $549K |
| 6 | BATH FITTER TENNESSEE, INC. BATH FITTER USA RETIREMENT PLAN | SPRINGFIELD TN | 535 | $27.4M | $528K |
| 7 | ARISTEO CONSTRUCTION COMPANY ARISTEO CONSTRUCTION COMPANY 401(K) PLAN | LIVONIA MI | 174 | $38.4M | $486K |
| 8 | ELECTRO-METHODS, INC. ELECTRO-METHODS, INC 401(K) PLAN | SOUTH WINDSOR CT | 210 | $24.5M | $482K |
| 9 | E & M ELECTRIC AND MACHINERY, INC. E & M ELECTRIC AND MACHINERY, INC. 401(K) PROFIT SHARING PLAN | HEALDSBURG CA | 121 | $23.0M | $459K |
| 10 | WALSH GALLEGOS KYLE ROBINSON & ROALSON P.C. WALSH GALLEGOS 401(K) PLAN | SAN ANTONIO TX | 128 | $41.4M | $417K |
