Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 76 retirement plans report an interest in this investment, totaling $66.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: Franklin Small CAP Value GG Trust C, Franklin Small CAP Value GG Trust, Franklin Small CAP Value GG R, Franklin Small CAP Value GG CIT, Franklin Small CAP Value GG, Franklin Small CAP Value GG Trust R. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GLOBAL MEDICAL RESPONSE, INC. GLOBAL MEDICAL RESPONSE, INC. 401(K) PLAN | GREENWOOD VILLAGE CO | 30,492 | $1.7B | $24.2M |
| 2 | SOCIETE GENERALE (NEW YORK) SOCIETE GENERALE SAVINGS AND INVESTMENT/RETIREMENT PLAN | NEW YORK NY | 2,211 | $1.1B | $12.2M |
| 3 | GREAT GRAY TRUST COMPANY, LLC GREAT GRAY TRUST SMALL CAP VALUE SELECT FUND | LAS VEGAS NV | — | $6.4M | $6.3M |
| 4 | INOVALON, INC. INOVALON, INC. 401(K) RETIREMENT SAVINGS PLAN | BOWIE MD | 1,824 | $232.7M | $5.3M |
| 5 | ALLEN, ALLEN, ALLEN & ALLEN CORPORATION ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN | RICHMOND VA | 173 | $60.6M | $2.6M |
| 6 | FAMILY HEALTH INTERNATIONAL FHI 360 EMPLOYEES' PENSION PLAN | DURHAM NC | 1,192 | $257.9M | $2.4M |
| 7 | E.I. MICROCIRCUITS, INC. E.I. MICROCIRCUITS 401(K) PROFIT SHARING PLAN | MANKATO MN | 297 | $31.5M | $2.1M |
| 8 | US FARATHANE, LLC US FARATHANE, LLC 401(K) PLAN | AUBURN HILLS MI | 3,508 | $86.4M | $1.8M |
| 9 | FEDWAY ASSOCIATES, INC. FEDWAY ASSOCIATES, INC. 401(K) EMPLOYEE SAVINGS PLAN | BASKING RIDGE NJ | 797 | $188.5M | $982K |
| 10 | SIMVENTIONS, INC. SIMVENTIONS RETIREMENT PLAN | FREDERICKSBURG VA | 407 | $57.8M | $915K |
