Franklin Small CAP Value RET Acct
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 34 retirement plans report an interest in this investment, totaling $6.9M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
34
Reported interest (EOY)
$6.9M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 2 name variants: Franklin Small CAP Value RET Acct, Franklin Small CAP Value RET. Counts combine all variants of the same investment.
Plans holding Franklin Small CAP Value RET Acctranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLAN PROFESSIONALS, LLC ISOLVED 401-K PLAN | SHREWSBURY NJ | 47,479 | $465.7M | $2.1M |
| 2 | TRI STAR SERVICES, LLC TRI STAR SERVICES, LLC 401(K) PLAN | NASHVILLE TN | 2,177 | $25.0M | $1.0M |
| 3 | ABC OF IOWA ABC OF IOWA RETIREMENT SAVINGS PLAN | GRIMES IA | 716 | $34.3M | $728K |
| 4 | AVMA LIFE TRUST, LLC AVMA LIFE TRUST, LLC 401(K) PLAN | SCHAUMBURG IL | 3,439 | $74.7M | $436K |
| 5 | ENERGY MANAGEMENT COLLABORATIVE, LLC ENERGY MANAGEMENT COLLABORATIVE 401 (K) PLAN | PLYMOUTH MN | 197 | $16.4M | $379K |
| 6 | PIPELINE HEALTH SYSTEM HOLDINGS, LLC PIPELINE HEALTH SYSTEM 401(K) PLAN | EL SEGUNDO CA | 1,779 | $76.0M | $346K |
| 7 | RIVERSIDE MFG., LLC RIVERSIDE MFG., LLC 401(K) PLAN | FORT WAYNE IN | 138 | $11.0M | $344K |
| 8 | BUTTONWILLOW WAREHOUSE COMPANY, INC. BUTTONWILLOW WAREHOUSE COMPANY, INC. 401(K) PROFIT SHARING PLAN | BUTTONWILLOW CA | 215 | $18.7M | $312K |
| 9 | PATRIOT HEALTH PARTNERS INC. PATRIOT HEALTH PARTNERS INC. MUTLIPLE EMPLOYER PLAN | MANCHESTER NH | 350 | $32.0M | $260K |
| 10 | M & W DISTRIBUTION SERVICES, INC. M & W DISTRIBUTION SERVICES, INC. TAX-FAVORED SAVINGS TRUST | ATLANTA GA | 105 | $8.3M | $228K |
See all 34 plans holding Franklin Small CAP Value RET Acct
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