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 Adv Mutual fund - in their Schedule of Assets, totaling $18.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE WI | 6,844 | $2.6B | $10.1M |
| 2 | THE COOPER COMPANIES, INC. THE COOPER COMPANIES, INC. 401(K) SAVINGS PLAN | SAN RAMON CA | 4,166 | $487.6M | $6.2M |
| 3 | JOERIS GENERAL CONTRACTORS, LTD. |
SAN ANTONIO TX |
| 657 |
| $46.8M |
| $958K |
| 4 | MAMIYE BROTHERS, INC. MAMIYE BROS., INC. 401(K) PLAN | NEW YORK NY | 154 | $36.8M | $780K |
| 5 | THE HEAD-ROYCE SCHOOL THE HEAD-ROYCE SCHOOL 403(B) PLAN | OAKLAND CA | 184 | $89.0M | $312K |
| 6 | ATLANTA DENTAL SUPPLY COMPANY ATLANTA DENTAL SUPPLY COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST | DULUTH GA | 185 | $18.5M | $174K |
| 7 | AMPLA HEALTH AMPLA HEALTH RETIREMENT PLAN | YUBA CITY CA | 704 | $24.3M | $109K |
| 8 | DETWILERS OPERATIONS INC. DETWILERS RETIREMENT SAVINGS PLAN | SARASOTA FL | 638 | $7.9M | $55K |
