Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 345 retirement plans report an interest in this investment, totaling $22.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Franklin Small-mid Growth, Franklin Small MID Growth, Franklin Small Mid-growth. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | RF INDUSTRIES, LTD. RF INDUSTRIES, LTD. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 301 | $16.8M | $933K |
| 2 | GUARANTEE TRUST LIFE INSURANCE COMPANY GUARANTEE TRUST LIFE INSURANCE COMPANY AND SELECT AFFILIATES 401(K) AND PROFIT SHARING PLAN | GLENVIEW IL | 296 | $57.0M | $868K |
| 3 | VERSA PRESS INC VERSA PRESS INC EMPLOYEES RETIREMENT PLAN AND TRUST | EAST PEORIA IL | 215 | $38.8M | $793K |
| 4 | ZACKS INVESTMENT RESEARCH, INC. ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 285 | $38.3M | $745K |
| 5 | VIDA SHOES INTERNATIONAL VIDA SHOES INTERNATIONAL 401(K) RETIREMENT PLAN | NEW YORK NY | 186 | $28.7M | $619K |
| 6 | GEORGE & LYNCH, INC. GEORGE & LYNCH 401(K) PROFIT SHARING PLAN | DOVER DE | 217 | $20.6M | $602K |
| 7 | OTTO INSTRUMENT SERVICE, INC. OTTO INSTRUMENT SERVICE, INC. PROFIT SHARING 401(K) PLAN | ONTARIO CA | 90 | $3.3M | $566K |
| 8 | FISHER PRINTING, INC. FISHER PRINTING, INC. 401(K) PLAN | BRIDGEVIEW IL | 259 | $15.8M | $476K |
| 9 | TEP HOLDINGS, LLC TEP HOLDINGS 401(K) PLAN | RALEIGH NC | 979 | $38.9M | $425K |
| 10 | SKYVIEW COOLING COMPANY SKYVIEW COOLING COMPANY 401(K) PROFIT SHARING PLAN | YUMA AZ | 707 | $17.7M | $405K |
