Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Franklin Small Cap Growth A Mutual Fund in their Schedule of Assets, totaling $391K 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 | CHATTAHOOCHEE ENTERPRISES LLC CHATTAHOOCHEE ENTERPRISES RETIREMENT PLAN | ATLANTA GA | 41 | $15.6M | $266K |
| 2 | QUALITY INNOVATION, INC. QII 401(K) PLAN | AUSTIN TX | 74 | $2.9M | $59K |
| 3 | AMEGO, INC. AMEGO, INC. 403(B) PLAN | ATTLEBORO |
| 1,474 |
| $17.5M |
| $34K |
| 4 | EDMUND BURKE SCHOOL EDMUND BURKE SCHOOL OPTIONAL RETIREMENT PLAN | WASHINGTON DC | 77 | $18.4M | $33K |
