Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Templeton Foreign A Mutual fund in their Schedule of Assets, totaling $2.8M 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 | IPL US HOLDING COMPANY IPL US HOLDING COMPANY 401(K) RETIREMENT PLAN | LEES SUMMIT MO | 851 | $44.6M | $2.5M |
| 2 | INNOVATIVE SYSTEMS, LLC INNOVATIVE SYSTEMS, LLC 401(K) PLAN | MITCHELL SD | 202 | $46.5M | $287K |
| 3 | HEALTHCARE SOUTH P.C. HEALTHCARE SOUTH RETIREMENT PLAN |
ROCKLAND MA |
| 190 |
| $73.9M |
| $35K |
| 4 | UNITED FORMING, INC. UNITED FORMING, INC. 401(K) PSP | AUSTELL GA | 126 | $16.3M | $5K |