As of the latest SEC filings, FRANKLIN BSP LENDING FUND (FBREX) is held by 17 institutional funds. The largest fund shareholder is Franklin Global Allocation Fund (FFARX), holding an estimated $70,947,009.39 in market value, representing 2.58% of its portfolio.
Funds holding FRANKLIN BSP LENDING FUND (FBREX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FBREX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FFARX
Franklin Global Allocation Fund
|
MF | Franklin Templeton | 2.58% | $70,947,009.39 | 7,017,508 | Mar 31, 2026 | May 27, 2026 |
|
FTMTX
Franklin Moderate Allocation Fund
|
MF | Franklin Templeton | 2.58% | $42,651,059.35 | 4,218,700 | Mar 31, 2026 | May 27, 2026 |
|
FGTIX
Franklin Growth Allocation Fund
|
MF | Franklin Templeton | 2.59% | $37,427,110.91 | 3,701,989 | Mar 31, 2026 | May 27, 2026 |
|
PACQX
Putnam Retirement Advantage Plus Maturity Fund
|
MF | Independent / Boutique | 3.98% | $25,168,396.19 | 2,484,541 | Apr 30, 2026 | Jun 24, 2026 |
|
LLLRX
Franklin Multi-Asset Growth Fund
|
MF | Franklin Templeton | 2.43% | $23,124,593.82 | 2,282,783 | Apr 30, 2026 | Jun 26, 2026 |
|
FTCIX
Franklin Conservative Allocation Fund
|
MF | Franklin Templeton | 2.57% | $21,577,527.29 | 2,134,276 | Mar 31, 2026 | May 27, 2026 |
|
-
Putnam Retirement Advantage Plus 2030 Fund
|
ETF | Independent / Boutique | 3.80% | $20,372,108.66 | 2,011,067 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Putnam Retirement Advantage Plus 2035 Fund
|
ETF | Independent / Boutique | 3.92% | $15,930,551.78 | 1,572,611 | Apr 30, 2026 | Jun 24, 2026 |
|
LLAIX
Franklin Multi-Asset Moderate Growth Fund
|
MF | Franklin Templeton | 2.44% | $13,372,560.00 | 1,320,095 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Putnam Retirement Advantage Plus 2040 Fund
|
ETF | Independent / Boutique | 2.90% | $12,115,283.39 | 1,195,981 | Apr 30, 2026 | Jun 24, 2026 |
|
SCBCX
Franklin Multi-Asset Conservative Growth Fund
|
MF | Franklin Templeton | 2.48% | $7,541,064.10 | 744,429 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Putnam Retirement Advantage Plus 2045 Fund
|
ETF | Independent / Boutique | 2.00% | $7,195,145.40 | 710,281 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Putnam Retirement Advantage Plus 2050 Fund
|
ETF | Independent / Boutique | 1.61% | $4,533,604.15 | 447,542 | Apr 30, 2026 | Jun 24, 2026 |
|
LMLRX
Franklin Multi-Asset Defensive Growth Fund
|
MF | Franklin Templeton | 2.48% | $2,564,952.84 | 253,204 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Putnam Retirement Advantage Plus 2055 Fund
|
ETF | Independent / Boutique | 1.22% | $2,166,750.11 | 213,894 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Putnam Retirement Advantage Plus 2060 Fund
|
ETF | Independent / Boutique | 0.92% | $765,016.59 | 75,520 | Apr 30, 2026 | Jun 24, 2026 |
|
PCJRX
Putnam Retirement Advantage Plus 2065 Fund
|
MF | Independent / Boutique | 0.71% | $14,156.06 | 1,397 | Apr 30, 2026 | Jun 24, 2026 |
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