Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Franklin Sm Cap Value Adv Fund in their Schedule of Assets, totaling $1.6M 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 | J.F. BRENNAN COMPANY, INC. BRENNAN COMPANIES 401(K) AND PROFIT SHARING PLAN | LA CROSSE WI | 318 | $46.6M | $1.4M |
| 2 | VANGUARD TRUCK HOLDINGS, LLC. VANGUARD TRUCK HOLDINGS, LLC 401(K) PLAN | ATLANTA GA | 866 | $43.6M | $140K |
| 3 | SOUTHERN TOWING COMPANY THE SOUTHERN DEVALL GROUP 401(K) PLAN |
SULPHUR LA |
| 647 |
| $70.5M |
| $92K |
