Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding FRANKLIN SM CAP GRTH A in their Schedule of Assets, totaling $2.8M 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 | GUN LAKE TRIBAL GAMING AUTHORITY THE GUN LAKE TRIBAL GAMING AUTHORITY 401(K) RETIREMENT PLAN | WAYLAND MI | 908 | $24.6M | $1.1M |
| 2 | QUALITY GOLD OF CINCINNATI, INC. QUALITY GOLD 401(K) AND PROFIT SHARING PLAN | FAIRFIELD OH | 310 | $33.9M | $364K |
| 3 | ENTERPRISE ASSOCIATES, LLC |
NORWOOD MA |
| 513 |
| $25.6M |
| $258K |
| 4 | ADVANCE ENGINEERING COMPANY ADVANCE ENGINEERING COMPANY RETIREMENT SAVINGS PLAN | CANTON MI | 41 | $4.8M | $247K |
| 5 | EDGE ONE LLC EDGE ONE LLC 401(K) SAVINGS & RETIREMENT PLAN | WEST WAREHAM MA | 105 | $18.3M | $212K |
| 6 | BIRKEYS FARM STORE INC BIRKEY'S FARM STORE, INC. 401(K) PROFIT SHARING PLAN | CHAMPAIGN IL | 394 | $50.7M | $208K |
| 7 | EXPRESS CONTAINER SERVICES EXPRESS CONTAINER SERVICES 401(K) | CINCINNATI OH | 258 | $6.8M | $146K |
| 8 | NUTRITION FUNDAMENTAL, INC NUTRITION FUNDAMENTAL INC 401(K) PLAN | INDUSTRY CA | 307 | $3.6M | $114K |
| 9 | INCLUSION SERVICES LLC INCLUSION SERVICES 401K PLAN | WHITTIER CA | 209 | $2.5M | $50K |
| 10 | FX DIRECT DEALER LLC FX DIRECT DEALER, LLC SAVINGS AND INVESTMENT PLAN | JERSEY CITY NJ | 58 | $13.4M | $41K |
