Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding FRANKLIN SMALL CAP VALUE FD-R in their Schedule of Assets, totaling $1.1M 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 | MONCLER USA, INC MONCLER USA 401K PROFIT SHARING SHARING PLAN AND TRUST | NEW YORK NY | 404 | $11.6M | $282K |
| 2 | GULFSTREAM SERVICES INC. GULFSTREAM SERVICES 401K & PSP | HOUMA LA | 127 | $10.4M | $248K |
| 3 | HARBOR RAIL SERVICES OF CA HARBOR RAIL SERVICES OF CA., INC. 401(K) AND PS PLAN |
PASADENA CA |
| 358 |
| $6.4M |
| $184K |
| 4 | METRO FORD, INC. METRO FORD LINCOLN MERCURY 401(K) PLAN | MIAMI FL | 140 | $4.6M | $182K |
| 5 | RAVEN ANTENNA SYSTEMS, INC. RAVEN ANTENNA SYSTEMS, INC. 401(K) PLAN | SMITHFIELD NC | 101 | $1.5M | $69K |
| 6 | NORTHERN DUTCHESS PARAMEDICS INC NORTHERN DUTCHESS PARAMEDICS INC 401(K) PLAN | RHINEBECK NY | 117 | $2.8M | $42K |
| 7 | HOWARD J CHUDLER & ASSOCIATES, L HOWARD J CHUDLER & ASSOCIATES, LLC 401K PLAN | COVINA CA | 322 | $2.1M | $34K |
| 8 | SWAROOP ANTOO DBA/AKSHAYA INC AKSHAYA INC 401K PLAN | PLEASANTON CA | 87 | $4.6M | $34K |
| 9 | SOFT LANDING INTERVENTIONS, LLC SOFT LANDING INTERVENTIONS, LLC 401(K) PLAN | NAPERVILLE IL | 132 | $3.8M | $9K |
| 10 | TAMPA JCC/FEDERATION, INC. TAMPA JCC/FEDERATION, INC. 401K | TAMPA FL | 178 | $1.2M | $8K |
