Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Franklin Small Cap Value A Franklin 0 in their Schedule of Assets, totaling $1.9M 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 | THE AAGARD GROUP, LLC THE AAGARD GROUP, LLC. 401(K) PS PLAN | ALEXANDRIA MN | 314 | $25.8M | $1.1M |
| 2 | BUCHER & CHRISTIAN CONSULTING, INC BUCHER & CHRISTIAN CONSULTING, INC. 401(K) PLAN | INDIANAPOLIS IN | 5,165 | $20.4M | $357K |
| 3 | GVS FILTRATION, INC. GVS FILTRATION, INC. NON BARGAINED PLAN |
FINDLAY OH |
| 110 |
| $15.1M |
| $290K |
| 4 | VOCATIONAL DEVELOPMENT CENTER, INC. VODEC 403(B) | COUNCIL BLUFFS IA | 303 | $3.5M | $76K |
| 5 | SAME DAY DELIVERY, INC. SAME DAY DELIVERY 401(K) PLAN | GRAND RAPIDS MI | 91 | $2.4M | $47K |
| 6 | RJ ACQUISITION CORP AD ART COMPANY 401(K) PLAN | VERNON CA | 85 | $2.1M | $35K |
| 7 | GVS FILTRATION, INC. GVS FILTRATION, INC. BARGAINED PLAN | FINDLAY OH | 131 | $3.3M | $11K |
| 8 | SUNSET LOGISTICS, INC. SUNSET LOGISTICS, INC. 401(K) RETIREMENT PLAN | IRVING TX | 125 | $3.8M | $6K |
| 9 | LOCKWOOD PARTNERS, LLC LOCKWOOD PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN | HOUSTON TX | 42 | $6.0M | $4K |
