Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Templeton Global Bond Fund; Advisor Class * Mutual fund in their Schedule of Assets, totaling $216K 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 | SPINRITE INTERMEDIATE HOLDINGS SPINRITE INTERMEDIATE HOLDINGS 401(K) PROFIT SHARING PLAN & TRUST | WASHINGTON NC | 266 | $7.6M | $142K |
| 2 | RETIREMENT UNLIMITED, INC. RETIREMENT UNLIMITED 401(K) PLAN | ROANOKE VA | 1,190 | $13.3M | $62K |
| 3 | DANIEL MARTIN, INC. DBA WILKIE LEXUS & LEXUS OF CHESTER SPRINGS |
HAVERFORD PA |
| 140 |
| $18.2M |
| $6K |
| 4 | POST UNIVERSITY, INC. POST UNIVERSITY, INC. 401(K) RETIREMENT PLAN | WATERBURY CT | 836 | $28.5M | $5K |