Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Franklin Franklin Small Cap Value Fund in their Schedule of Assets, totaling $4.9M 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 | APPLIED SYSTEMS, INC. APPLIED SYSTEMS, INC. RETIREMENT SAVINGS PLAN | UNIVERSITY PARK IL | 1,704 | $225.8M | $2.4M |
| 2 | GROCERY DELIVERY E-SERVICES, INC. HELLOFRESH 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 8,838 | $105.6M | $457K |
| 3 | UPTAKE TECHNOLOGIES, INC. |
CHICAGO IL |
| 53 |
| $14.5M |
| $445K |
| 4 | JANUS ET CIE JANUS ET CIE 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 289 | $30.3M | $301K |
| 5 | INSEEGO CORP. INSEEGO CORP. RETIREMENT PLAN | SAN DIEGO CA | 188 | $45.0M | $281K |
| 6 | COALITION FOR THE HOMELESS, INC. 403(B) THRIFT PLAN FOR COALITION FOR THE HOMELESS, INC. | NEW YORK NY | 101 | $7.7M | $176K |
| 7 | THE WESLEY COMMUNITIES THE WESLEY COMMUNITIES 403(B) PLAN | COLUMBUS OH | 0 | $0 | $173K |
| 8 | JOLLIBEE FOODS CORPORATION (USA) JFC AMERICA 401(K) PLAN | DENVER CO | 5,913 | $56.6M | $166K |
| 9 | PROJECT44, INC. PROJECT44, INC. 401(K) PLAN | CHICAGO IL | 218 | $18.7M | $165K |
| 10 | THE WOODLANDS CHRISTIAN ACADEMY THE WOODLANDS CHRISTIAN ACADEMY 403(B) PLAN | THE WOODLANDS TX | 179 | $7.0M | $110K |
