You Own Wall Street › Employer plans › Franklin Resources
Franklin Resources 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Franklin Mutual Beacon Fund is the largest fund in the Franklin Resources plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
These are the funds in the Franklin Resources retirement 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
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Franklin Mutual Beacon Fund listed as “Franklin Mutual Beacon Fund” | 0 of 14 | 0 of 4 | 0 of 1 | 89.7% |
| Franklin Dynatech Fund listed as “Franklin DynaTech Fund” | 0 of 13 | 0 of 8 | — | 82.4% |
| T. Rowe Price Large-Cap Growth Fund listed as “T. Rowe Price Large Cap Growth” | 0 of 12 | 0 of 5 | — | 100% |
| ClearBridge Large Cap Growth Fund listed as “ClearBridge Large Cap Growth Fund” | 0 of 12 | 1 of 5 | — | 78.6% |
| Vanguard Equity Income Fund listed as “Vanguard Equity Income Fund” | 0 of 33 | 0 of 5 | 0 of 2 | 98.2% |
| Franklin Core Plus Bond Fund listed as “Franklin Core Plus Bond Fund” | — | — | — | 100% |
| ClearBridge Dividend Strategy Fund listed as “ClearBridge Dividend Strategy Fund” | 0 of 15 | 2 of 4 | 0 of 1 | 95.1% |
| Vanguard International Value Fund listed as “Vanguard International Value Fund” | 0 of 11 | — | — | 90.5% |
| Pgim High Yield Fund listed as “PGIM US Broad Market High Yield Fund” | — | — | — | — |
| Franklin High Income Fund listed as “Franklin High Income Fund” | — | — | — | 100% |
| ClearBridge Sustainability Leaders Fund listed as “ClearBridge Sustainability Leaders Fund” | 0 of 20 | 1 of 3 | — | 88.1% |
| Putnam U.S. Research Fund listed as “Putnam US Research Fund R6” | 0 of 36 | 0 of 13 | 0 of 1 | 92.7% |
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.
Vote the full deck for this plan’s fund →
Other employer plans
The largest employer plans on the site, and a few more. Each page shows what the plan’s funds did with the shares its savers paid for.