Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Funds Small Cap Value Fund in their Schedule of Assets, totaling $6.0M 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 | WALSH CONSTRUCTION COMPANY WALSH GROUP EMPLOYEES PROFIT SHARING PLAN | CHICAGO IL | 4,511 | $610.9M | $5.0M |
| 2 | HEARTLAND TECHNOLOGY GROUP, INC. HEARTLAND TECHNOLOGY GROUP SAVINGS AND RETIREMENT PLAN | LITTLE CHUTE WI | 182 | $32.3M | $989K |
