Franklin Templeton
21 more corporate plans, 3 more commitment rows and 5 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Who backs this manager
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| XL America, Inc. Retirement Plan | 3 | 0 | Private credit | Dec 31, 2022 | Dec 31, 2024 | |
| The Estee Lauder Companies Retirement Growth Account Plan | 2 | 0 | Fixed income | Dec 31, 2023 | Dec 31, 2024 | |
| The Chart Pension Plan | 1 | 0 | Pooled vehicles | Dec 31, 2023 | Dec 31, 2023 |
Funds on the tape
Corporate and Taft-Hartley plans (Schedule C)
- The Estee Lauder Companies Retirement Growth Account Planplan years
- XL America, Inc. Retirement Planplan years
- The Chart Pension Planplan years
+21 more corporate plans name this manager on Schedule C
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitment rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | XL America, Inc. Retirement Plan | Franklin US Long Duration Creditcollective trust | Private credit | $13.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | The Estee Lauder Companies Retirement Growth Account Plan | Franklin Templeton Global Bond Pluscollective trust | Fixed income | $20.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | The Chart Pension Plan | Massmutual Mid Cap Growth Iseparate account | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov |
+3 more commitment rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship startedPension Plan for Certain Inactive Participants of American Water Works Company, Inc. and Its DesignaFranklin Templeton appears on Pension Plan for Certain Inactive Participants of American Water Works Company, Inc. and Its Designa's Schedule C as investment manager (plan year 2024 vs 2023)with Franklin Templetonaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedPension Plan for Employees of American Water Works Company, Inc. & Its Designated SubsidiariesFranklin Templeton appears on Pension Plan for Employees of American Water Works Company, Inc. & Its Designated Subsidiaries's Schedule C as investment manager (plan year 2024 vs 2023)with Franklin Templetonaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBlue Cross Blue Shield of Michigan Represented Employees' Retirement Income PlanFranklin Templeton no longer appears on Blue Cross Blue Shield of Michigan Represented Employees' Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Franklin Templetonaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBlue Cross Blue Shield of Michigan Employees' Retirement Account PlanFranklin Templeton no longer appears on Blue Cross Blue Shield of Michigan Employees' Retirement Account Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Franklin Templetonaskebsa.dol.gov
- Franklin Templeton appears on Pension Plan a for Employees of Consumer Energy Company's Schedule C as investment manager (plan year 2024 vs 2023)with Franklin Templetonaskebsa.dol.gov
+5 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Franklin Templeton sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
›Connections
every published relationship on the graph
+24 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.