Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Franklin Franklin Small-Cap Value in their Schedule of Assets, totaling $2.4M 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 | KAUFMAN DOLOWICH,LLP KAUFMAN DOLOWICH,LLP RETIREMENT PLAN | WOODBURY NY | 339 | $44.1M | $792K |
| 2 | HOERBIGER AMERICA HOLDING, INC. HOERBIGER US RETIREMENT PLAN | DEERFIELD BEACH FL | 1,112 | $192.8M | $288K |
| 3 | DIAMOND SURFACE, INC. DIAMOND SURFACE, INC. 401(K) PLAN |
ROGERS MN |
| 73 |
| $15.4M |
| $238K |
| 4 | MIDWEST REFRIGERATED SERVICES, INC. MIDWEST REFRIGERATED 401(K) PLAN | ELKHORN WI | 379 | $15.7M | $225K |
| 5 | STREETCAR ORV LLC AMERICAN EXPEDITION VEHICLES 401(K) PLAN | WIXOM MI | 129 | $8.9M | $185K |
| 6 | OLIVER TECHNOLOGIES, INC. OLIVER TECHNOLOGIES, INC. 401K PLAN | HOHENWALD TN | 249 | $10.3M | $177K |
| 7 | ANDERSON COLUMBIA CO., INC. ANDERSON COLUMBIA CO., INC. 401(K) SALARY REDUCTION PLAN | LAKE CITY FL | 1,241 | $44.3M | $175K |
| 8 | CEDAR VALLEY SERVICES, INC. CEDAR VALLEY SERVICES, INC. 401(K) PROFIT SHARING PLAN | AUSTIN MN | 182 | $11.1M | $101K |
| 9 | JON M. HALL COMPANY, LLC JON M. HALL COMPANY, LLC 401(K) PLAN | SANFORD FL | 360 | $6.8M | $92K |
| 10 | GSG CONSULTANTS, INC. GSG CONSULTANTS, INC. 401(K) PLAN | SCHAUMBURG IL | 264 | $18.0M | $57K |
