Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Franklin Templeton Investments in their Schedule of Assets, totaling $17.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DIGITAL INTELLIGENCE SYSTEMS, LLC DISYS 401(K) PLAN | MCLEAN VA | 5,809 | $135.8M | $4.5M |
| 2 | NORTEK, INC. NORTEK 401(K) PLAN | CHICAGO IL | 2,630 | $204.3M | $2.9M |
| 3 | MCKENDREE UNIVERSITY MCKENDREE UNIVERSITY RETIREMENT PLAN | LEBANON |
| 236 |
| $62.5M |
| $2.3M |
| 4 | J.H. FINDORFF & SON INC. J.H. FINDORFF & SON INC. EMPLOYEE RETIREMENT PLAN | MADISON WI | 284 | $90.7M | $1.4M |
| 5 | JENNE, INC. JENNE, INC. 401(K) PLAN | AVON OH | 193 | $29.5M | $1.2M |
| 6 | FORBO SIEGLING, LLC. FORBO SIEGLING, LLC 401(K) SAVINGS PLAN | HUNTERSVILLE NC | 345 | $26.1M | $796K |
| 7 | CHEMICAL & INDUSTRIAL ENGINEERING, INC. C & I ENGINEERING, INC. SALARY SAVINGS PLAN | LOUISVILLE KY | 238 | $50.5M | $706K |
| 8 | HOAGLAND, LONGO, MORAN, DUNST & DOUKAS, LLP HOAGLAND, LONGO, MORAN, DUNST & DOUKAS 401(K) RETIREMENT PLAN | NEW BRUNSWICK NJ | 117 | $45.6M | $571K |
| 9 | DKK HOLDING CO., LTD AVONDALE GROUP 401(K) PLAN | GRAPEVINE TX | 552 | $73.7M | $558K |
| 10 | AMERICAN ELECTRONIC WARFARE ASSOCIATES, INC. AMERICAN ELECTRONIC WARFARE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | CALIFORNIA MD | 364 | $46.5M | $557K |
