Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Franklin Franklin Small-Mid Cap Growth R6 in their Schedule of Assets, totaling $11.2M 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 | PLATINUM EQUITY, LLC PLATINUM EQUITY 401(K) PLAN | BEVERLY HILLS CA | 484 | $313.1M | $9.0M |
| 2 | GEOENGINEERS, INC. GEOENGINEERS, INC. 401(K) PROFIT SHARING PLAN | REDMOND WA | 425 | $89.2M | $1.3M |
| 3 | MCCABE, HAMILTON & RENNY COMPANY, LIMITED MCCABE, HAMILTON & RENNY COMPANY, LIMITED 401(K) RETIREMENT SAVINGS PLAN |
HONOLULU HI |
| 383 |
| $29.3M |
| $320K |
| 4 | CAPSTONE LOGISTICS, LLC CAPSTONE 401(K) PLAN | PEACHTREE CORNERS GA | 11,670 | $50.3M | $293K |
| 5 | INTERLINC MORTGAGE SERVICES, LLC INTERLINC MORTGAGE SERVICES, LLC 401(K) PLAN | HOUSTON TX | 153 | $12.5M | $147K |
| 6 | CARITHERS-WALLACE-COURTENAY, LLC CARITHERS WALLACE COURTENAY 401(K) RETIREMENT PLAN | ATLANTA GA | 103 | $12.8M | $67K |
| 7 | BOWERY REAL ESTATE SYSTEMS, INC. BOWERY 401(K) PLAN | NEW YORK NY | 102 | $6.4M | $3K |
