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 R6 Registered investment company in their Schedule of Assets, totaling $15.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SAMMONS CORPORATION SAMMONS ENTERPRISES, INC. 401(K) SAVINGS PLAN | DALLAS TX | 3,626 | $341.3M | $4.7M |
| 2 | OREGON ANESTHESIOLOGY GROUP, P.C. OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 195 | $385.8M | $3.8M |
| 3 | METALLUS INC. METALLUS INC. SAVINGS AND INVESTMENT PENSION PLAN |
CANTON OH |
| 691 |
| $218.5M |
| $3.3M |
| 4 | METALLUS INC. METALLUS INC. VOLUNTARY INVESTMENT PENSION PLAN | CANTON OH | 1,240 | $140.8M | $2.0M |
| 5 | EYE HEALTH NORTHWEST, P.C. EYE HEALTH NORTHWEST, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | MILWAUKIE OR | 473 | $92.9M | $1.2M |
| 6 | CONSUMER CELLULAR INC CONSUMER CELLULAR INC 401(K) PROFIT SHARING PLAN & TRUST | SCOTTSDALE AZ | 2,594 | $56.0M | $214K |
| 7 | EMPOWER CLINIC SERVICES LLC EMPOWER PHARMACY 401(K) PLAN | HOUSTON TX | 1,132 | $14.9M | $155K |
| 8 | ELIAS LAW GROUP LLP ELIAS LAW GROUP LLP 401(K) PLAN | WASHINGTON DC | 123 | $11.2M | $65K |
| 9 | JONES MEMORIAL HOSPITAL JONES MEMORIAL HOSPITAL DEFINED CONTRIBUTION 403(B) PLAN | WELLSVILLE NY | 528 | $10.5M | $35K |
| 10 | TWIN OAKS JUVENILE DEVELOPMENT, INC. TWIN OAKS JUVENILE DEVELOPMENT, INC. 401(K) PLAN | TALLAHASSEE FL | 516 | $5.3M | $16K |
