Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Franklin Small Cap Value Fund A Mutual fund in their Schedule of Assets, totaling $1.5M 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 | HEDGESERV CORPORATION HEDGESERV CORPORATION 401(K) PLAN | NEW YORK NY | 415 | $44.1M | $770K |
| 2 | PACIFIC BELLS, INC. PACIFIC BELLS, INC. EMPLOYEE BENEFIT PLAN | VANCOUVER WA | 8,318 | $19.6M | $415K |
| 3 | WPG AMERICAS, INC. WPG AMERICAS, INC. 401K PLAN |
SAN JOSE CA |
| 83 |
| $10.2M |
| $210K |
| 4 | SOUTHSIDE COMMUNITIES FIRE PROTECTION, INC. SOUTHSIDE FIRE/EMS RETIREMENT PLAN | SAVANNAH GA | 181 | $12.2M | $101K |
| 5 | BOSTON PIE, INC. BOSTON PIE, INC. 401(K) PLAN | DANVERS MA | 238 | $2.0M | $43K |