Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Franklin Small Cap Val VIP 2 Registered Investment Company in their Schedule of Assets, totaling $860K 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 | TWOS COMPANY, INC. TWO'S COMPANY, INC. 401K PROFIT SHARING PLAN | ELMSFORD NY | 150 | $15.8M | $398K |
| 2 | ACUATIVE CORPORATION ACUATIVE CORPORATION 401(K) PLAN | FAIRFIELD NJ | 336 | $37.6M | $345K |
| 3 | SOUTH MIDDLESEX OPPORTUNITY COUNCIL SMOC 403(B) SAVINGS PLAN |
FRAMINGHAM MA |
| 464 |
| $21.9M |
| $74K |
| 4 | WISCONSIN ATHLETIC CLUB, LLC WISCONSIN ATHLETIC CLUB, LLC SALARY SAVINGS 401(K) PLAN | WEST ALLIS WI | 120 | $6.9M | $40K |
| 5 | OREGON CATHOLIC PRESS OREGON CATHOLIC PRESS 403(B) PLAN | LAKE OSWEGO OR | 140 | $27.8M | $3K |
