Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Small Cap Index # in their Schedule of Assets, totaling $40K 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 | CUSB BANK CUSB BANK 401(K) PROFIT SHARING PLAN & TRUST | CRESCO IA | 117 | $16.2M | $22K |
| 2 | BETTEN FRIENDLY MOTORS FRIENDLY HOLDING COMPANY RETIREMENT SAVINGS PLAN | GRAND HAVEN MI | 242 | $9.8M | $18K |
