Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Franklin Small Cap Value CL A in their Schedule of Assets, totaling $196K 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 | COMMUNITY CARE, INC. COMMUNITY CARE, INC. 401(K) PLAN | MILWAUKEE WI | 1,021 | $60.8M | $116K |
| 2 | DETROIT MANUFACTURING SYSTEMS, LLC DETROIT MANUFACTURING SYSTEMS, LLC HOURLY 401(K) PLAN | DETROIT MI | 1,744 | $7.2M | $77K |
| 3 | GREAT LAKES WINE AND SPIRITS, LLC GREAT LAKES WINE AND SPIRITS, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY TEAMSTERS LOCAL 1038 |
HIGHLAND PARK MI |
| 353 |
| $13.3M |
| $3K |