Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Franklin Small Cap Grth R6 Fd in their Schedule of Assets, totaling $9.0M 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 | SHELLY & SANDS, INC. SHELLY & SANDS, INC. EMPLOYEES 401(K) PLAN | ZANESVILLE OH | 342 | $86.9M | $3.2M |
| 2 | CHENMED, LLC CHENMED, LLC 401(K) PLAN | MIAMI GARDENS FL | 4,572 | $217.8M | $1.7M |
| 3 | BRAME SPECIALTY COMPANY, INC. BRAME SPECIALTY COMPANY, INC. 401(K) PROFIT SHARING PLAN |
DURHAM NC |
| 161 |
| $16.9M |
| $994K |
| 4 | BOUMA GROUP, INC. BOUMA GROUP, INC. RETIREMENT PLAN | GRAND RAPIDS MI | 194 | $31.4M | $902K |
| 5 | WJK CORPORATION WJK CORPORATION 401(K) PLAN | LISLE IL | 331 | $20.6M | $584K |
| 6 | CONGRESSIONAL COUNTRY CLUB, INC. CONGRESSIONAL COUNTRY CLUB, INC. RETIREMENT SAVINGS PLAN | BETHESDA MD | 292 | $22.3M | $459K |
| 7 | LAFAYETTE FEDERAL CREDIT UNION LAFAYETTE FEDERAL CREDIT UNION 401(K) PLAN | ROCKVILLE MD | 193 | $29.9M | $403K |
| 8 | TRACKHOUSE ENTERTAINMENT GROUP, LLC TRACKHOUSE ENTERTAINMENT GROUP, LLC 401(K) PLAN | NASHVILLE TN | 171 | $13.7M | $289K |
| 9 | SBE2, LLC SBE2 401K PLAN | MORGAN CITY LA | 295 | $7.5M | $205K |
| 10 | RODGERS CONSULTING, INC RODGERS CONSULTING, INC. 401(K) PROFIT SHARING PLAN | GERMANTOWN MD | 106 | $27.6M | $188K |
