Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Franklin Small Cap Growth Fund R6 Franklin 0 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FARMERS STATE BANK FARMERS STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST | MARION IA | 143 | $39.5M | $1.2M |
| 2 | EDA ROOFING, INC. EDA ROOFING, INC. 401(K) PROFIT SHARING PLAN | BENSALEM PA | 143 | $12.4M | $316K |
| 3 | OVERLAND SHEEPSKIN CO., INC. OVERLAND SHEEPSKIN CO. 401(K) PLAN |
FAIRFIELD IA |
| 212 |
| $14.0M |
| $141K |