Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Franklin Small Cap Value A in their Schedule of Assets, totaling $2.4M 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 | PLUMBERS AND PIPEFITTERS LOCAL 553 PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN | EAST ALTON IL | 276 | $102.3M | $511K |
| 2 | CAMBRIDGE REAL ESTATE SERVICES, INC. CAMBRIDGE REAL ESTATE SERVICES INC., PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN | PORTLAND OR | 255 | $15.4M | $507K |
| 3 |
PEARLAND TX |
| 148 |
| $35.4M |
| $461K |
| 4 | COLLOPY REAL ESTATE, INC. RE/MAX RESULTS 401(K) SAVINGS AND RETIREMENT PLAN | EDEN PRAIRIE MN | 160 | $6.5M | $395K |
| 5 | DETROIT MANUFACTURING SYSTEMS, LLC DETROIT MANUFACTURING SYSTEMS, LLC SALARIED 401(K) PLAN | DETROIT MI | 329 | $13.6M | $224K |
| 6 | CEDAR POINT FEDERAL CREDIT UNION CEDAR POINT FCU EMPLOYEES 401K PLAN | LEXINGTON PARK MD | 131 | $25.5M | $125K |
| 7 | TM RTA MANAGEMENT, INC. TM RTA HOLDINGS 401(K) PLAN | FRANKLIN TN | 342 | $7.2M | $104K |
| 8 | SERVIS ONE INC. DBA BSI FINANCIAL SERVICES, INC. SERVIS ONE INC 401(K) PROFIT SHARING PLAN | TITUSVILLE PA | 266 | $7.9M | $26K |
