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 Fund Advisor Class Mutual Fund in their Schedule of Assets, totaling $6.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TEAM, INC. TEAM, INC. SALARY DEFERRAL PLAN AND TRUST | SUGAR LAND TX | 3,219 | $357.2M | $5.6M |
| 2 | MACKAY MITCHELL ENVELOPE COMPANY, LLC MACKAY MITCHELL ENVELOPE COMPANY, LLC RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 212 | $14.9M | $436K |
| 3 | A.D. MAKEPEACE COMPANY A.D. MAKEPEACE COMPANY 401(K) PLAN |
WAREHAM MA |
| 111 |
| $12.9M |
| $15K |
