Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding FRANKLIN SMALL CAP VALUE FD-A in their Schedule of Assets, totaling $5.2M 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 | GENERAL TOOL COMPANY GENERAL TOOL COMPANY, INCORPORATED 401(K) PLAN | CINCINNATI OH | 245 | $23.9M | $1.3M |
| 2 | INTERSTATE CHEMICAL COMPANY, INC INTERSTATE CHEMICAL COMPANY 401(K) / PROFIT SHARING PLAN | HERMITAGE PA | 271 | $30.7M | $1.1M |
| 3 | VIRGINIA SPINE INSTITUTE, PLC |
RESTON VA |
| 117 |
| $15.1M |
| $976K |
| 4 | READY TECH - GO, INC. RTG MEDICAL 401(K) PLAN | FREMONT NE | 840 | $23.7M | $529K |
| 5 | SERES ENGINEERING & SERVICES LLC SERES ENGINEERING 401(K) PLAN | CHARLESTON SC | 149 | $5.0M | $277K |
| 6 | SCREEN ENGINE/ASI LLC SCREEN ENGINE/ASI LLC. 401K PROFIT SHARING PLAN AND TRUST | VALLEY VILLAGE CA | 279 | $14.2M | $224K |
| 7 | BAYFIRST SOLUTIONS, LLC BAYFIRST SOLUTIONS 401(K) PLAN | WASHINGTON DC | 0 | $0 | $193K |
| 8 | HNB NATIONAL BANK HNB NATIONAL BANK 401(K) RETIREMENT SAVINGS PLAN | HANNIBAL MO | 129 | $12.2M | $170K |
| 9 | THE INTERSECT GROUP, LLC THE INTERSECT GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA GA | 770 | $12.2M | $121K |
| 10 | QUORUM GROUP LLC DBA TAKE FORM TAKE FORM 401(K) PROFIT SHARING PLAN & TRUST | MEDINA NY | 205 | $8.0M | $86K |
