Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6,498 U.S. retirement plans report holding a Franklin Templeton fund in their Schedule of Assets, totaling $7.7B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Franklin Templeton position |
|---|---|---|---|---|---|
| 1 | FRANKLIN RESOURCES, INC. FRANKLIN TEMPLETON 401(K) RETIREMENT PLAN | SAN MATEO CA | 4,383 | $2.8B | $1.1B |
| 2 | GENERAL ATOMICS GENERAL ATOMICS 401(K) RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 12,686 | $2.8B | $190.5M |
| 3 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING |
ALAMEDA CA |
| 20,793 |
| $5.4B |
| $189.7M |
| 4 | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA THE PRUDENTIAL MERGED RETIREMENT PLAN | NEWARK NJ | 15,796 | $12.0B | $168.6M |
| 5 | ROLLINS, INC & SUBSIDIARIES ROLLINS 401(K) SAVINGS PLAN | ATLANTA GA | 16,088 | $1.1B | $93.5M |
| 6 | JOINT BOARD OF TRUSTEES OF THE DRIVERS AND HELPERS LOCAL NO. 355 TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PLAN | BALTIMORE MD | 1,785 | $732.0M | $78.1M |
| 7 | BATTELLE MEMORIAL INSTITUTE BATTELLE PENSION TRUST | COLUMBUS OH | — | $1.8B | $76.3M |
| 8 | DASSAULT SYSTEMES AMERICAS CORP. DASSAULT SYSTEMES EMPLOYEE SAVINGS PLAN PLUS | WALTHAM MA | 6,193 | $2.1B | $65.1M |
| 9 | CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEES CENTRAL PENNSYLVANIA TEAMSTERS DEFINED BENEFIT PLAN | WYOMISSING PA | 5,287 | $1.5B | $57.6M |
| 10 | COMERICA INCORPORATED COMERICA INCORPORATED PREFERRED SAVINGS PLAN | DALLAS TX | 7,885 | $2.0B | $56.0M |
