Form 5500 Search

Franklin Small-mid Growth

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 330 retirement plans report an interest in this investment, totaling $21.8M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
330
Reported interest (EOY)
$21.8M
Data source
DOL Form 5500 · Schedule D

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.

Plans holding Franklin Small-mid Growthranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1RF INDUSTRIES, LTD.
RF INDUSTRIES, LTD. 401(K) PROFIT SHARING PLAN
SAN DIEGO
CA
301$16.8M$933K
2GUARANTEE TRUST LIFE INSURANCE COMPANY
GUARANTEE TRUST LIFE INSURANCE COMPANY AND SELECT AFFILIATES 401(K) AND PROFIT SHARING PLAN
GLENVIEW
IL
293$59.2M$926K
3VERSA PRESS INC
VERSA PRESS INC EMPLOYEES RETIREMENT PLAN AND TRUST
EAST PEORIA
IL
215$41.6M$809K
4ZACKS INVESTMENT RESEARCH, INC.
ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN
CHICAGO
IL
285$38.3M$745K
5VIDA SHOES INTERNATIONAL
VIDA SHOES INTERNATIONAL 401(K) RETIREMENT PLAN
NEW YORK
NY
186$28.7M$619K
6GEORGE & LYNCH, INC.
GEORGE & LYNCH 401(K) PROFIT SHARING PLAN
DOVER
DE
217$20.6M$602K
7FISHER PRINTING, INC.
FISHER PRINTING, INC. 401(K) PLAN
BRIDGEVIEW
IL
259$15.8M$476K
8SKYVIEW COOLING COMPANY
SKYVIEW COOLING COMPANY 401(K) PROFIT SHARING PLAN
YUMA
AZ
707$17.7M$405K
9TEP HOLDINGS, LLC
TEP HOLDINGS 401(K) PLAN
RALEIGH
NC
1,036$50.4M$380K
10CEMBELL INDUSTRIES, INC.
CEMBELL INDUSTRIES, INC. RETIREMENT SAVINGS PLAN
NORCO
LA
139$8.9M$345K
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Plans holding Franklin Small-mid Growth — Form 5500