Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Franklin Small Cap Growth - in their Schedule of Assets, totaling $21.6M 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 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $14.1M |
| 2 | H & K GROUP, INC. THE H & K GROUP 401(K) PLAN | SKIPPACK PA | 1,605 | $157.4M | $4.5M |
| 3 | SPROUTS FARMERS MARKETS HOLDINGS, LLC SPROUTS FARMERS MARKETS HOLDINGS, LLC EMPLOYEE 401(K) SAVINGS PLAN |
PHOENIX AZ |
| 35,946 |
| $264.6M |
| $931K |
| 4 | DIAMOND BASEBALL HOLDINGS, LLC DBH 401(K) PLAN | NEW YORK NY | 896 | $15.4M | $637K |
| 5 | BOARD OF TRUSTEES PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL | COLLINSVILLE IL | 139 | $23.6M | $628K |
| 6 | GREEN BAY CONVERTING LLC GREEN BAY CONVERTING, LLC 401(K) 401(K) RETIREMENT SAVINGS PLAN | HOBART WI | 189 | $7.9M | $409K |
| 7 | GALLOWAY & COMPANY, LLC GALLOWAY & COMPANY, LLC 401(K) PLAN | GREENWOOD VILLAGE CO | 312 | $34.4M | $166K |
| 8 | CONNER & WINTERS, LLP CONNER & WINTERS 401(K) RETIREMENT PLAN | TULSA OK | 74 | $97.6M | $124K |
| 9 | CONFLUENT HEALTH, LLC CONFLUENT HEALTH, LLC 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 7,686 | $204.1M | $116K |
| 10 | MONTEREAU, INC. MONTEREAU, INC. 401(K) PLAN | TULSA OK | 299 | $5.4M | $28K |
