Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Franklin Small-Cap Growth R6 Mutual Fund N/A in their Schedule of Assets, totaling $13.4M 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 | ALTRU HEALTH SYSTEM ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K | GRAND FORKS ND | 2,877 | $495.3M | $11.3M |
| 2 | BEMAS CONSTRUCTION BEMAS CONSTRUCTION 401(K) PLAN | ENGLEWOOD CO | 123 | $20.2M | $534K |
| 3 | BRAINERD CHEMICAL CO., INC. BRAINERD CHEMICAL 401(K) RETIREMENT PLAN |
TULSA OK |
| 93 |
| $8.0M |
| $481K |
| 4 | IDEAL HOMES OF NORMAN, L.P. IH GROUP 401(K) PLAN | NORMAN OK | 247 | $19.5M | $454K |
| 5 | ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC 401(K) PLAN | TULSA OK | 289 | $70.4M | $395K |
| 6 | COMFORT BRIDGE DBA CARE SYNERGY CARE SYNERGY 403(B) PLAN | DENVER CO | 676 | $35.0M | $131K |
| 7 | DON THORNTON AUTOMOTIVE, LLC DBA LEXUS OF TULSA DON THORNTON AUTOMOTIVE 401(K) PLAN | TULSA OK | 305 | $17.0M | $60K |