Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding TEMPLETON GROWTH - R in their Schedule of Assets, totaling $4.3M 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 | AMAWATERWAYS, LLC AMAWATERWAYS, LLC | CALABASAS CA | 241 | $22.8M | $680K |
| 2 | SHIPCO TRANSPORT INC SHIPCO TRANSPORT INC'S 401(K) PLAN | HOBOKEN NJ | 496 | $39.2M | $628K |
| 3 | CHUGH, LLP CHUGH, LLP 401K PLAN | CERRITOS CA |
| 203 |
| $17.1M |
| $378K |
| 4 | DGN TECHNOLOGIES INC DGN TECHNOLOGIES INC 401K PLAN | FREMONT CA | 178 | $6.7M | $354K |
| 5 | GLOBAL ASSOCIATION OF RISK PROFE GLOBAL ASSOCIATION OF RISK PROFESSIONALS INC. 401(K) PLAN | JERSEY CITY NJ | 79 | $19.4M | $338K |
| 6 | BISCOMERICA CORPORATION BISCOMERICA 401(K) SAVINGS PLAN | RIALTO CA | 193 | $11.3M | $285K |
| 7 | TURK HAVA YOLLARI, A.O. TURKISH AIRLINES INC. 401K PLA | NEW YORK NY | 239 | $7.8M | $242K |
| 8 | HURRICANE ELECTRIC HURRICANE ELECTRIC 401K PLAN | FREMONT CA | 118 | $14.6M | $217K |
| 9 | PULPDENT CORPORATION PULPDENT CORPORATION 401K PROFIT SHARING PLAN | WATERTOWN MA | 115 | $16.2M | $194K |
| 10 | MAGNA ASSOCIATES, INC. MAGNA ASSOCIATES, INC. 401(K) PLAN | BOCA RATON FL | 72 | $4.9M | $146K |
