Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Templeton Inst Foreign Sm Co Ser Adv Fund in their Schedule of Assets, totaling $5.1M 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 | LUTRON ELECTRONICS CO., INC. LUTRON RETIREMENT PLAN | COOPERSBURG PA | 2,233 | $764.6M | $5.1M |
