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 FD R6 MUTUAL FUNDS in their Schedule of Assets, totaling $2.0M 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 | MATHESON TRI-GAS, INC. MATHESON TRI-GAS, INC. SAVINGS PLAN | WARREN NJ | 4,755 | $454.6M | $1.5M |
| 2 | BOOKS-A-MILLION, INC. BOOKS-A-MILLION, INC. 401(K) PLAN | BIRMINGHAM AL | 3,968 | $40.2M | $481K |
| 3 | SHUTTLEWORTH & INGERSOLL, P.L.C. SHUTTLEWORTH & INGERSOLL, P.L.C. 401(K) PLAN |
CEDAR RAPIDS IA |
| 103 |
| $43.8M |
| $5K |
