Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Franklin Small Cap Growth Fund Mutual fund in their Schedule of Assets, totaling $18.7M 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 | FORTINET, INC. FORTINET INC. 401(K) PLAN | SUNNYVALE CA | 3,826 | $478.9M | $7.5M |
| 2 | JEFFER MANGELS BUTLER & MITCHELL LLP JEFFER MANGELS BUTLER & MITCHELL LLP PROFIT SHARING AND 401(K) PLAN | LOS ANGELES CA | 180 | $150.6M | $4.9M |
| 3 | CROSS FINANCIAL CORPORATION CROSS RETIREMENT PLAN |
BANGOR ME |
| 1,147 |
| $138.9M |
| $1.3M |
| 4 | COGNIA, INC. COGNIA ERISA 403(B) PLAN | ALPHARETTA GA | 423 | $101.6M | $1.1M |
| 5 | VARGO PHYSICAL THERAPY INC VARGO PHYSICAL THERAPY INC 401(K) PROFIT SHARING PLAN & TRUST | WESTLAKE VILLAGE CA | 196 | $12.5M | $604K |
| 6 | DANIEL ISLAND GOLF CLUB, LLC. DANIEL ISLAND GOLF CLUB 401(K) PROFIT SHARING PLAN | CHARLESTON SC | 155 | $7.0M | $525K |
| 7 | MICHELMAN & ROBINSON, LLP MICHELMAN & ROBINSON, LLP 401(K) PLAN | LOS ANGELES CA | 126 | $24.3M | $490K |
| 8 | THE KNOT WORLDWIDE THE KNOT WORLDWIDE 401K PLAN | CHEVY CHASE MD | 823 | $86.3M | $453K |
| 9 | ONESOURCE BUSINESS SOLUTIONS, LLC ONESOURCE BUSINESS SOLUTIONS, LLC RETIREMENT SAVINGS PLAN | CUMMING GA | 812 | $48.1M | $375K |
| 10 | 5.11, INC. 5.11, INC. 401(K) PROFIT SHARING PLAN | COSTA MESA CA | 1,003 | $48.5M | $341K |
