Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Franklin Small Cap Value A in their Schedule of Assets, totaling $3.0M 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 | JAROS, BAUM & BOLLES CONSULTING ENGINEERS LLP JAROS, BAUM & BOLLES EMPLOYEES 401(K) SAVINGS PLAN | NEW YORK NY | 348 | $77.9M | $2.9M |
| 2 | BTAS, INC. BTAS, INC. 401(K) PROFIT SHARING PLAN | BEAVERCREEK OH | 73 | $13.0M | $109K |
