Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Franklin Small Cap Growth Fund Class R6 " in their Schedule of Assets, totaling $66.1M 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 | GILBANE INC. GILBANE 401(K) & RETIREMENT PLAN | PROVIDENCE RI | 3,592 | $1.0B | $36.8M |
| 2 | TRINITY HEALTH CORPORATION TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN | LIVONIA MI | 10,131 | $779.5M | $21.9M |
| 3 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) |
LIVONIA MI |
| 668 |
| $403.3M |
| $2.4M |
| 4 | ALDRICH SERVICES, LLP ALDRICH RETIREMENT PLAN | SALEM OR | 365 | $98.3M | $2.4M |
| 5 | AKT SERVICES, LLP ALDRICH RETIREMENT PLAN | LAKE OSWEGO OR | 376 | $106.7M | $2.1M |
| 6 | PINE RIVER DOMESTIC MANAGEMENT L.P. PINE RIVER DOMESTIC MANAGEMENT 401(K) PROFIT SHARING PLAN | MINNETONKA MN | 32 | $39.9M | $359K |
| 7 | REVOLUTION MARKETING, LLC REVOLUTION MARKETING, LLC 401(K) PLAN | CHICAGO IL | 140 | $10.6M | $52K |
| 8 | DIVISIONS, INC. DIVISIONS INC. 401(K) PLAN | CINCINNATI OH | 892 | $30.4M | $32K |
| 9 | YF FC OPERATIONS, LLC YF FC OPERATIONS LLC 401(K) PLAN | DEERFIELD BEACH FL | 832 | $5.2M | $32K |
| 10 | SUMARIA SYSTEMS, LLC SUMARIA SYSTEMS, LLC 401(K) PROFIT SHARING PLAN | PEABODY MA | 408 | $41.1M | $19K |
