Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Franklin Franklin Small Cap Value Adv - in their Schedule of Assets, totaling $9.6M 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 | FIG LLC FIG LLC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 757 | $393.8M | $4.9M |
| 2 | POWER CONSTRUCTION COMPANY, LLC POWER 401(K) RETIREMENT PLAN AND TRUST | CHICAGO IL | 456 | $127.9M | $3.4M |
| 3 | POWER WELLNESS MANAGEMENT, LLC POWER WELLNESS MANAGEMENT, LLC 401(K) PLAN |
LOMBARD IL |
| 741 |
| $23.9M |
| $973K |
| 4 | SALEM CLINIC, P.C. SALEM CLINIC, P.C. 401(K) CASH OR DEFERRED SAVINGS PLAN | SALEM OR | 514 | $118.9M | $147K |
| 5 | BLUE ROCK CONSTRUCTION, INC. BLUE ROCK CONSTRUCTION, INC. 401(K) PLAN | NEWTOWN PA | 71 | $11.8M | $141K |
| 6 | RADIOLOGY AND IMAGING SPECIALISTS OF LAKELAND, P.A. RADIOLOGY AND IMAGING SPECIALISTS OF LAKELAND, P.A. 401(K) PROFIT SHARING PLAN | LAKELAND FL | 257 | $37.0M | $44K |
