Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Franklin Franklin Small-Cap Value Fund R6 in their Schedule of Assets, totaling $1.4M 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 | ELFORD, INC. ELFORD, INC. 401(K) PLAN | COLUMBUS OH | 197 | $22.3M | $449K |
| 2 | EMBREE CONSTRUCTION GROUP, INC EMBREE GROUP 401(K) RETIREMENT PLAN | GEORGETOWN TX | 252 | $18.7M | $399K |
| 3 | ROBERT B. OUR CO., INC. ROBERT B. OUR CO., INC. 401(K) PROFIT SHARING PLAN |
HARWICH MA |
| 185 |
| $20.0M |
| $301K |
| 4 | NATIONAL UNDERGROUND GROUP, INC. NATIONAL UNDERGROUND GROUP 401(K) SAVINGS PLAN | MISSION VIEJO CA | 675 | $35.7M | $155K |
| 5 | TEXAS RESEARCH INTERNATIONAL, INC. TEXAS RESEARCH INTERNATIONAL, INC. 401(K) PLAN | AUSTIN TX | 161 | $23.7M | $93K |
| 6 | BOYSEN USA, LLC BOYSEN, USA LLC 401(K) SAVINGS PLAN | GAFFNEY SC | 624 | $16.4M | $10K |
| 7 | THLP CO., LLP THLP CO., LLP 401(K) PLAN | CONESTOGA PA | 756 | $34.9M | $9K |
| 8 | NSC GLOBAL LLC NSC GLOBAL LLC 401(K) PROFIT SHARING PLAN | WASHINGTON COURT HOUSE OH | 185 | $10.1M | $3K |
