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Franklin Resources 401(k) investment options

These are the funds in the Franklin Resources plan whose voting records we can trace, taken from the plan's own annual filing. The figures show what each one did with shareholder proposals.

SourceThe fund menu is the list of investments in Franklin Resources’s own annual retirement-plan filing · open the filing

FundClimateWorkersPay equityExec pay backed
T. Rowe Price Large-Cap Growth Fund listed as “T. Rowe Price Large Cap Growth” 0 of 180 of 5 0 of 493.8%
Vanguard Equity Income Fund listed as “Vanguard Equity Income Fund” 1 of 710 of 19 0 of 1296.9%
Pgim High Yield Fund listed as “PGIM US Broad Market High Yield Fund”
Vanguard International Value Fund listed as “Vanguard International Value Fund” 0 of 90 of 3 89.7%

What this means for you

Most people are in whichever fund their plan made the default, and never look again. The figures above are the part nobody shows you when you pick: not the fee, not last year's return, but what the fund did with the shares your savings paid for.

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