Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Franklin Sm Cap Value Fnd R6 Registered investment company in their Schedule of Assets, totaling $5.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EMBRACE HOME LOANS, INC. 401(K) PLAN FOR DFH COMPANIES | MIDDLETOWN RI | 425 | $82.7M | $1.1M |
| 2 | SCHOOL OF VISUAL ARTS LLC SCHOOL OF VISUAL ARTS LLC SAVINGS OR CASH OPTION | NEW YORK NY | 1,679 | $137.4M | $875K |
| 3 | TOTAL SAFETY U.S., INC. TOTAL SAFETY U. S. , INC. 401(K) RETIREMENT PLAN |
PASADENA TX |
| 1,968 |
| $53.0M |
| $832K |
| 4 | IMPAC MORTGAGE HOLDINGS, INC. THE IMPAC MORTGAGE CORP. 401(K) SAVINGS PLAN | NEWPORT BEACH CA | 42 | $21.7M | $713K |
| 5 | ARMON, INC. ARMON, INC. 401K PROFIT SHARING PLAN | NORTHBROOK IL | 464 | $34.4M | $508K |
| 6 | THE OLIVER CARR COMPANY THE OLIVER CARR COMPANY 401K PLAN | WASHINGTON DC | 120 | $12.6M | $443K |
| 7 | PORTMAN HOLDINGS, LLC PORTMAN 401K PLAN | ATLANTA GA | 86 | $23.0M | $422K |
| 8 | THE CORRADINO GROUP, INC. THE CORRADINO GROUP SALARY SAVINGS & INVESTMENT | DORAL FL | 271 | $25.9M | $257K |
| 9 | CASCADE WOOD PRODUCTS, INC. CASCADE WOOD PRODUCTS, INC. 401K PLAN | WHITE CITY OR | 106 | $10.9M | $175K |
| 10 | COLONY DISPLAY, LLC COLONY DISPLAY, LLC 401(K) PLAN | BARTLETT IL | 203 | $6.6M | $139K |
