Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Franklin/Templeton in their Schedule of Assets, totaling $8.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DIAMOND DRUGS, INC. DIAMOND DRUGS, INC. 401(K) PLAN | INDIANA PA | 827 | $47.5M | $5.6M |
| 2 | BILL JARRETT FORD, INC. JARRETT ENTERPRISES 401(K) PROFIT SHARING PLAN | AVON PARK FL | 418 | $17.6M | $964K |
| 3 | MISSOURI HOSPITAL ASSOCIATION MISSOURI HOSPITAL ASSOCIATION EMPLOYEES PENSION PLAN |
JEFFERSON CITY MO |
| 110 |
| $31.5M |
| $545K |
| 4 | UOVO MANAGEMENT LLC AND STORAGE DELUXE MANAGEMENT LLC UOVO MANAGEMENT LLC AND STORAGE DELUXE MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 297 | $11.1M | $479K |
| 5 | POWER FINANCIAL CREDIT UNION POWER FINANCIAL CREDIT UNION 401(K) PLAN | PEMBROKE PINES FL | 148 | $17.8M | $332K |
| 6 | FREEDOM HOUSE INC. FREEDOM HOUSE 403B RETIREMENT PLAN | WASHINGTON DC | 179 | $25.5M | $162K |
| 7 | REGIONAL HEALTH CARE CLINIC, INC. KATY TRAIL COMMUNITY HEALTH 403(B) PLAN | SEDALIA MO | 213 | $2.4M | $115K |
| 8 | BROTHERS OF MERCY NURSING HOME COMPANY, INC. DBA BROTHERS OF MERCY NUR BROTHERS OF MERCY RETIREMENT SAVINGS PLAN | CLARENCE NY | 541 | $12.5M | $109K |
| 9 | DARLING CONSULTING GROUP, INC. DARLING CONSULTING GROUP 401(K) PROFIT SHARING PLAN | NEWBURYPORT MA | 160 | $56.4M | $96K |
| 10 | VISTA PROPERTY MANAGEMENT, LLC VISTA HOSPITALITY 401(K) RETIREMENT SAVINGS PLAN | BINGHAMTON NY | 188 | $4.2M | $71K |
