Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 277 retirement plans report an interest in this investment, totaling $11.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Templeton World, Templeton World Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MID-VALLEY AGRICULTURAL SERVICES, INC. MID-VALLEY AGRICULTURAL SERVICES, INC. 401K PROFIT SHARING PLAN AND TRUST | OAKDALE CA | 224 | $30.7M | $1.1M |
| 2 | POINTE GROUP CARE, LLC POINTE GROUP CARE 401(K) PLAN | STOUGHTON MA | 1,246 | $23.6M | $589K |
| 3 | CAPITOL DISTRIBUTION COMPANY, LLC CAPITOL DISTRIBUTION COMPANY LLC PROFIT SHARING 401(K) PLAN | CERRITOS CA | 107 | $10.1M | $404K |
| 4 | SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN | STUART FL | 277 | $22.6M | $320K |
| 5 | BIRMINGHAM HIDE & TALLOW CO., INC. BIRMINGHAM HIDE & TALLOW CO., INC. PROFIT SHARING PLAN & TRUST | BIRMINGHAM AL | 102 | $16.5M | $312K |
| 6 | TALLMAN EYE ASSOCIATES, P.C. TALLMAN EYE ASSOCIATES, P.C. 401(K) SAVINGS PLAN | LAWRENCE MA | 68 | $10.7M | $295K |
| 7 | LYNDEN DOOR, INC. LYNDEN DOOR, INC. 401K RETIREMENT PLAN | LYNDEN WA | 1,056 | $38.7M | $243K |
| 8 | SCOTT D BORAS SCOTT D BORAS INC 401K PROFIT SHARING PLAN | NEWPORT BEACH CA | 125 | $16.7M | $220K |
| 9 | HALLMARK STONE COMPANY ACQUISITION, LLC HALLMARK STONE COMPANY ACQUISITION, LLC 401(K) PLAN | FENTON MO | 141 | $9.5M | $212K |
| 10 | OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY 401(K) PROFIT SHARING PLAN | SPRINGFIELD MO | 514 | $44.1M | $197K |
