FRANKLIN TEMPLETON
127 known aliases resolved via the canonical alias map
Market position · 2024
Plans served104-4 YoYRank #184 of mapped providers
Assets under administration$89.1B0.1%Market share · rank #155
Fees received$10MMedian $10,084/planSum across Schedule C direct + indirect
Net wins YoY-125 won · 26 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical FRANKLIN TEMPLETON plan look like?
Service mix · median fees per plan
Count of plans where FRANKLIN TEMPLETON ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 90 | $559 | |
Other investment fees and expenses; Investment management fees paid directly by planCode 51 | 8 | $82,635 | |
Investment management fees paid directly by plan; Custodial (other than securities)Code 18 | 1 | $133,650 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $184,485 | |
Investment advisory (plan)Code 27 | 1 | $20,059 | |
Other fees; Direct payment from the planCode 50 | 1 | $691 | |
Sub-transfer agency feesCode 60 | 1 | $0 | |
Distribution (12b-1) feesCode 63 | 1 | $5,431 |
Competitor overlap
Percent of FRANKLIN TEMPLETON's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under FRANKLIN TEMPLETON.
| Sponsor | From | Assets |
|---|---|---|
CONSUMERS ENERGY COMPANYMI · 380442310-004 | WELLINGTON TRUST COMPANY | $1.9B |
CONSUMERS ENERGY COMPANYMI · 380442310-001 | WELLINGTON TRUST COMPANY | $1.4B |
AMERICAN WATER WORKS CO., INC.NJ · 510063696-001 | SEGALL BRYANT & HAMILL | $712M |
AMERICAN WATER WORKS CO., INC.NJ · 510063696-004 | MORGAN STANLEY SMITH BARNEY | $682M |
TRUSTEES OF MICHIGAN ELECTRICAL EMPLOYEES' PENSION FUNDMI · 386233977-001 | TIC INTERNATIONAL CORPORATION | $545M |
REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION FUNDNJ · 226109064-001 | AMERICAN FUNDS | $370M |
BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 649 ANNUITY TRUST FUNDIL · 371291915-001 | WELLS FARGO BANK, N.A. | $113M |
YORK BUILDING PRODUCTS CO., INC.PA · 231531886-001 | THE GLENMEDE TRUST COMPANY, N.A. | $101M |
PLUMBERS & STEAMFITTERS LOCAL UNION NO. 102TN · 626077945-001 | CHARLENE ROGERS | $93M |
JT BOARD OF TRUSTEES, SHOPMEN'S IRON WORKERS RETIREMENT FUNDCA · 956042233-002 | IRONWORKERS EMPLOYEE BENEFIT CORP. | $86M |
Plans lost in 2024
Appeared last year under FRANKLIN TEMPLETON; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHERN CALIFORNIA GAS COMPANYCA · 951240705-001 | DELTA DENTAL OF CALIFORNIA | $2.3B |
BLUE CROSS BLUE SHIELD OF MICHIGANMI · 382069753-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $914M |
SAN DIEGO GAS & ELECTRIC COMPANYCA · 951184800-002 | EVESTMENT ALLIANCE LLC | $831M |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-006 | THE TOWNSEND GROUP | $769M |
BLUE CROSS BLUE SHIELD OF MICHIGANMI · 382069753-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $669M |
SEMPRACA · 330732627-001 | WILLIS TOWERS WATSON US LLC | $227M |
BOARD OF TRUSTEES STEAMFITTERS SURETY FUND LOCAL 475NJ · 222351695-004 | RAYMOND JAMES FINANCIAL SERVICES | $165M |
DESERT SANDS PUBLIC CHARTER, INC.CA · 481272886-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $124M |
BREVARD PHYSICIAN ASSOCIATES, PLLCFL · 462439952-002 | FID INV INST OPS CO | $101M |
WALSWORTH PUBLISHING COMPANY, INC.MO · 430718484-001 | MORGAN STANLEY SMITH BARNEY | $62M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | $15.3B | 58,166 | $726,942 | 10y | - |
TRUIST FINANCIAL CORPORATIONNC · 560939887-001 | $14.7B | 92,130 | $1M | 3y | - |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | $9.8B | 24,880 | $132,942 | 10y | - |
FIRSTENERGY CORP.OH · 341843785-001 | $6.5B | 38,934 | $596,534 | 2y | - |
THE BANK OF NEW YORK MELLONPA · 135160382-001 | $5.2B | 54,048 | $547,626 | 10y | - |
AMERICAN ELECTRIC POWER SERVICE CORPORATIONOH · 134922641-001 | $4.1B | 32,548 | $187,776 | 6y | - |
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001 | $3.3B | 19,582 | $281,601 | 9y | - |
BAE SYSTEMS, INC.VA · 223537950-050 | $3.2B | 20,783 | $305,839 | 3y | - |
BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUNDTN · 626125711-001 | $2.2B | 25,932 | $719,881 | 8y | - |
CONSUMERS ENERGY COMPANYMI · 380442310-004 | $1.9B | 2,756 | $14,748 | 1y | - |
Flag exposure
95.2%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (127)
Raw Schedule C names collapsed into FRANKLIN TEMPLETON.
- 24 FRANKLIN TEMPLETON
- AMERICAN UNITED FRANKLIN TEMPLETON
- CLARION LION
- CLARION LION INDUSTRIAL TRUST
- CLARION LION PROPERTIES
- CLARION LION PROPERTIES FUND
- CLARION LION PROPERTIES FUND LLC
- CLARION LION PROPERTIES FUND LP
- CLARION LION PROPERTIES FUND, LLC
- CLARION LION PROPERTIES FUND, LP
- CLARION LIONS INDUSTRIAL PROPERTIES
- CLARION PARTNERS
- CLARION PARTNERS INVESTMENT MANAGEM
- CLARION PARTNERS LION IND TRUST
- CLARION PARTNERS LION INDUSTRIAL
- CLARION PARTNERS LLC
- CLARION PARTNERS LLS
- CLARION PARTNERS, LLC
- CLEARBRIDGE
- CLEARBRIDGE ADVISORS
- CLEARBRIDGE AGG GR A
- CLEARBRIDGE ASSET MANAGEMENT
- CLEARBRIDGE FUND
- CLEARBRIDGE FUNDS
- CLEARBRIDGE INTERNATIONAL
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for FRANKLIN TEMPLETON's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 0.96% | 7.76% | -6.80 pp |
| Fidelity bond gap | 4 | 3.85% | 26.94% | -23.09 pp |
| Late contributions | 10 | 9.62% | 1.71% | +7.90 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 16 | 15.38% | 1.76% | +13.63 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with FRANKLIN TEMPLETON. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).