Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Franklin Franklin Small Cap Value Fund Class R6 in their Schedule of Assets, totaling $737K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INSIGHT VENTURE MANAGEMENT, LLC INSIGHT VENTURE PARTNERS 401(K) PLAN | NEW YORK NY | 490 | $74.3M | $355K |
| 2 | GREAT MINDS PBC GREAT MINDS PBC 401K PLAN | WASHINGTON DC | 1,203 | $79.6M | $300K |
| 3 | PROHEALTH HOME CARE INC PROHEALTH HOME CARE INC 401(K) PROFIT SHARING PLAN & TRUST |
SAN JOSE CA |
| 427 |
| $4.8M |
| $47K |
| 4 | BSC ADMINISTRATION LLC ENDURANCE LIFT HOLDINGS 401(K) PLAN | GAINESVILLE TX | 806 | $21.8M | $35K |