Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Franklin Mutual Beacon Fund Mutual fund in their Schedule of Assets, totaling $141.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FRANKLIN RESOURCES, INC. FRANKLIN TEMPLETON 401(K) RETIREMENT PLAN | SAN MATEO CA | 4,383 | $2.8B | $140.8M |
| 2 | INDEPENDENT OPTIONS, INC. INDEPENDENT OPTIONS, INC. PROFIT SHARING 401(K) PLAN | CORONA CA | 366 | $8.0M | $181K |
| 3 | RUFFIN HOLDINGS, INC. RUFFIN COMPANIES 401(K) PLAN |
WICHITA KS |
| 766 |
| $6.2M |
| $93K |
| 4 | CENTRAL OREGON PEDIATRIC ASSOCIATES, LLP CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN | BEND OR | 144 | $16.1M | $3K |
