Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 61 U.S. retirement plans report holding Franklin Small-Cap Value Fund in their Schedule of Assets, totaling $40.1M 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 | UNIVERSAL HEALTH SERVICES, INC. UNIVERSAL HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 64,799 | $3.7B | $13.5M |
| 2 | EQUITY RESIDENTIAL EQUITY RESIDENTIAL ADVANTAGE RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,323 | $326.5M | $9.8M |
| 3 | TANDEM HR, LLC TANDEM HR, LLC 401(K) PLAN |
WESTCHESTER IL |
| 9,692 |
| $285.3M |
| $2.7M |
| 4 | MITSUBISHI LOGISNEXT AMERICAS INC. MITSUBISHI LOGISNEXT AMERICAS 401(K) PLAN | HOUSTON TX | 1,644 | $274.6M | $1.5M |
| 5 | ACE PARKING MANAGEMENT, INC. ACE PARKING MANAGEMENT, INC. 401(K) SAVINGS PLAN | SAN DIEGO CA | 3,893 | $28.2M | $1.2M |
| 6 | MEDALLION INSTRUMENTATION SYSTEMS, LLC MEDALLION INSTRUMENTATION SYSTEMS, LLC EMPLOYEE 401(K) SAVINGS PLAN | SPRING LAKE MI | 137 | $17.6M | $1.1M |
| 7 | CONNECTICUT ON-LINE COMPUTER CENTER INC. CONNECTICUT ON-LINE COMPUTER CENTER 401(K) PLAN | SOUTHINGTON CT | 710 | $154.1M | $957K |
| 8 | MILBERN BUILDERS ASSOCIATES, INC. THE HANKIN GROUP 401(K) PLAN | EXTON PA | 109 | $18.2M | $763K |
| 9 | GRESHAM SMITH GRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | NASHVILLE TN | 1,211 | $224.7M | $753K |
| 10 | COOPERATIVE ELEVATOR CO. COOPERATIVE ELEVATOR COMPANY EMPLOYEES' PROFIT SHARING & 401(K) PLAN | PIGEON MI | 170 | $32.7M | $716K |
