Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Franklin FKLN SM Cap Value R6 in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DAVID YURMAN ENTERPRISES, LLC DAVID YURMAN ENTERPRISES, LLC RETIREMENT PLAN | NEW YORK NY | 1,174 | $109.9M | $1.5M |
| 2 | SUN COMMUNITIES, INC. SUN COMMUNITIES, INC. 401(K) PLAN | SOUTHFIELD MI | 2,777 | $83.5M | $1.0M |
| 3 | CLYMENE MANAGEMENT SERVICES LLC CLYMENE MANAGEMENT SERVICES 401(K) RETIREMENT PLAN |
HOUSTON TX |
| 257 |
| $7.3M |
| $26K |
