PlanOptica

FRANKLIN GROWTH ALLOCATION FUND Advisor Class

Ticker FGTZX · Mutual fund

Matched by tickerAll Franklin Templeton fundsSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
1
0 with $250K or more
Dollars held
$99K
69,861 of 69,862 plans with fund lines hold none
Median per plan
$99K
Share of their fund dollars
2.5%

Same fund, other share classes

28 plans hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
Class AFGTIXRetail / revenue sharing28$14.6M
Franklin Growth Allocation Fund Class RFGTRXNot stated17$2.3M
Franklin Growth Allocation Fund Advisor Class (this page)FGTZXNot stated1$99K

Plans adding and dropping it, 2024 to 2025

Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

No plan added or dropped this fund between 2024 and 2025.

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold FRANKLIN GROWTH ALLOCATION FUND Advisor Class

The largest 10 plans in each list.

Transylvania Vocational Servic 401(k) Profit Sharing Plan & Trust$3.9M plan · Transylvania Vocational Servic, NC · Paychex$99K

Plans whose filed schedule lists FRANKLIN GROWTH ALLOCATION FUND Advisor Class.

How the filings spell it

No other spellings recorded.