Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 36 retirement plans report an interest in this investment, totaling $6.8M in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | 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 | 2,046 | $22.3M | $910K |
| 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 |
