Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding FRANKLIN SM CAP GROWTH - ADV in their Schedule of Assets, totaling $3.8M 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 | DISTRIBUTOR CORP. OF NEW ENGLAND DISTRIBUTOR CORP. OF NEW ENGLAND SUPPLEMENTAL RETIREMENT PLAN | MALDEN MA | 121 | $25.1M | $1.3M |
| 2 | THE MIL CORPORATION THE MIL CORPORATION 401(K) PLAN | BOWIE MD | 796 | $90.8M | $1.1M |
| 3 | NATIONAL DEBT RELIEF NATIONAL DEBT RELIEF 401K PROFIT SHARING PLAN AND TRUST |
NEW YORK NY |
| 1,996 |
| $61.9M |
| $534K |
| 4 | BENQ AMERICA CORP BENQ AMERICA CORP 401K PLAN | COSTA MESA CA | 151 | $24.0M | $380K |
| 5 | TIERRA, INC. TIERRA, INC. 401(K) PLAN | TAMPA FL | 3 | $15.5M | $221K |
| 6 | VERREX LLC VERREX 401(K) SAVINGS/RETIREMENT PLAN & TRUST | MOUNTAINSIDE NJ | 91 | $11.2M | $96K |
| 7 | CARLSON CAPITAL, L.P. CARLSON CAPITAL, L.P. 401(K) PLAN | DALLAS TX | 29 | $33.1M | $85K |
| 8 | BAM MANAGEMENT US HOLDINGS INC. BAM MANAGEMENT US HOLDINGS INC. 401(K) PLAN | MIAMI FL | 65 | $3.9M | $44K |
| 9 | LIBERTY LENDING, LLC LIBERTY LENDING, LLC 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 128 | $7.9M | $33K |
