DCIOs
NAPAFIRMPARTNERS
2023
ADVISOR
ALLIES NAPA TOP DC INDUSTRY WHOLESALER
Franklin Templeton San Mateo, CA franklintempleton.com
Key Contact(s)
Assets Managed*
Yaqub Ahmed 617.308.0831 yaqub.ahmed@franklintempleton.com
Total AUM $1,431,500,000,000
Kevin Murphy 201.401.6491 kevin.murphy@franklintempleton.com Workplace Retirement Sales Desk 800.342.5236 workplacesolutions@franklintempleton.com
Firm Profile
From large institutions to individual investors, each of our clients wants the same thing - to achieve their financial goals. And for 75 years, we’ve helped them do exactly that. Everything we do at Franklin Templeton is focused on delivering our clients better outcomes. And that’s why clients in more than 150 countries have entrusted us with their investments, making us one of the world’s largest asset managers with nearly $1.4 trillion in assets under management (as of June 30, 2023).
Primary Market(s) Served
Total DCIO Assets $45,310,350,105 DCIO Assets Breakdown [%] Collective Trusts: 16% Money Markets: 1% Mutual Funds: 69% Separate Accounts: 14% Stable Value: 0% Other: 0%
Asset Allocation Funds
• Franklin Total Advantage Funds®
Top 5 Funds by DC Assets [Fund Name / Total Assets] 1. Western Asset Core Plus Bond Fund: $5,664,000,000 2. Western Asset Core Bond Fund: $2,434,000,000 3. ClearBridge Small Cap Growth Fund: $2,260,000,000 4. Franklin Growth Fund: $1,924,000,000 5. ClearBridge Large Cap Growth Fund: $1,628,000,000
Advisor Support Services
Micro: <$1 million Small: $1-$10 million Mid: $10-$100 million Large: $100-$250 million Mega: >$250 million
• External Wholesalers Focused on Advisors • External Wholesalers Focused on Institutional • Compliance Report • Plan Benchmarking • Target-Date Evaluation Tools • Training for DC Plan Sales/Service • Investment Committee Meetings
No. of External Wholesalers DC: 14 Retail: 200
*as of 6.30.23
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NAPABLACKBOOK2023