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Franklin Templeton

Matched across 91 name variants in the filings

Franklin Templeton summary

Franklin Templeton appears on 87 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $50.3B in assets for 390,281 participants. The median client plan holds $59.4M. Most client plans are sponsored in PA, IL and FL. The largest clients by plan assets are Truist Financial Corporation, Firstenergy Corp. and The Bank of New York Mellon. Plans reported $5.2M in direct and indirect compensation paid to Franklin Templeton. The median is $0 per plan.

Participants
390,281
Median plan assets
$59.4M
Median plan participants
659
Median fees per plan
$0
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Truist Financial CorporationNC$15.9B92,388
Firstenergy Corp.OH$6.1B35,999
The Bank of New York MellonPA$5.5B52,836
American Electric Power Service CorporationOH$4.1B32,060
Bae Systems, Inc.VA$3.7B25,510
BD of Tees of Elevator Constructors Union Local No. 1 Annuity & 401(k) FPA$1.9B4,174
Growmark Inc., plan 334IL$1.2B7,757
Ohiohealth CorporationOH$760M13,587
American Water Works Co., Inc., plan 001NJ$755M2,256
Growmark Inc., plan 002IL$754M3,978
American Water Works Co., Inc., plan 004NJ$668M2,739
Electrical Construction Industry Pension Plan Board of TrusteesWI$651M4,993
San Diego Electrical Pension TrustCA$558M7,024
Board of Trustees of Administrative District Council 1 Pension FundIL$544M5,273
Atlanta Plumbers & Steamfitters Pension FundFL$493M5,369
Torrance Health AssociationCA$468M2,823
STP Nuclear Operating CompanyTX$427M1,121
Trustees of Sheet Metal Workers Local Union No. 80 Pension FundMI$422M3,275
Refrigeration, a/C & Service Div. (Ua-NJ) Pension FundNJ$410M3,374
Roofers Local 149 Pension FundMI$334M2,553
Riceland Foods, Inc.AR$319M1,785
Trustees of Bricklayers and Stone Masons Il DC No. 1 B.A.C. Annuity FuIL$312M4,971
Board of Trustees of Local 1205 Pension FundNY$299M1,708
Board of Trustees Local 456 Pension FundNY$274M2,219
Board of Trustees Local 456 Annuity FundNY$262M1,870

Top client states

  • PA8 plans
  • IL7 plans
  • FL6 plans
  • MD6 plans
  • MI6 plans

Frequently asked questions

Who uses Franklin Templeton?
87 retirement plans list Franklin Templeton as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Truist Financial Corporation, Firstenergy Corp., The Bank of New York Mellon, American Electric Power Service Corporation and Bae Systems, Inc.. Most client plans are sponsored in PA, IL and FL.
How many plans does Franklin Templeton serve?
Franklin Templeton serves 87 retirement plans with $50.3B in plan assets and 390,281 participants, based on the latest Form 5500 filings through 2024.
What does Franklin Templeton charge?
Plans reported $5.2M in total Schedule C compensation paid to Franklin Templeton. The median plan paid $0. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served87-11 YoYRank #207 of mapped providers
Assets under administration$50.3B0.1%Rank #212 by share of filed assets
Fees received$5MMedian $0/planSum across Schedule C direct + indirect
Net wins YoY-522 won - 27 lostPlan-level switch detection

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