Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding FRANKLIN SM CAP GR R in their Schedule of Assets, totaling $413K 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 | SWANK TEK INC SWANK TEK INC 401(K) PLAN | NUTLEY NJ | 139 | $3.7M | $140K |
| 2 | RESIDENTIAL FIRE PROTECTION RESIDENTIAL FIRE PROTECTION 401K PLAN | LAS VEGAS NV | 149 | $2.5M | $81K |
| 3 | WILEY METAL FABRICATING, INC. WILEY METAL FABRICATING, INC. 401(K) PLAN |
MARION IN |
| 150 |
| $3.8M |
| $68K |
| 4 | SWAROOP ANTOO DBA/AKSHAYA INC AKSHAYA INC 401K PLAN | PLEASANTON CA | 87 | $4.6M | $58K |
| 5 | AVANATH COMMUNITIES, INC. AVANATH COMMUNITIES, INC. 401(K) PLAN | IRVINE CA | 270 | $3.1M | $23K |
| 6 | AVANATH REALTY INC AVANATH REALTY INC 401K PLAN | IRVINE CA | 270 | $2.3M | $19K |
| 7 | DOLPHIN BAY HOTEL RESIDENCE DOLPHIN BAY HOTEL & RESIDENCE 401K PROFIT SHARING PLAN | PISMO BEACH CA | 112 | $1.2M | $13K |
| 8 | CG BUSINESS MANGEMENT, LLC CG BUSINESS MANGEMENT LLC 401(K) PROFIT SHARING PLAN | CHESHIRE CT | 148 | $3.4M | $6K |
| 9 | GRISWOLD INTERNATIONAL LLC GRISWOLD INTERNATIONAL LLC 401(K) PLAN | BLUE BELL PA | 397 | $4.0M | $4K |
