Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Franklin Small Cap Value Fund Class A " 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMMONWEALTH ZOOLOGICAL CORPORATION ZOO NEW ENGLAND 401(K) PLAN | BOSTON MA | 298 | $13.6M | $1.1M |
| 2 | BRIGHTON HEALTH PLAN SOLUTIONS, LLC BRIGHTON HEALTH PLAN SOLUTIONS, LLC 401(K) RETIREMENT PLAN | WESTBURY NY | 520 | $51.9M | $339K |
| 3 | THE PAMPERED CHEF, LTD. THE PAMPERED CHEF 401(K) PLAN |
ADDISON IL |
| 272 |
| $60.0M |
| $317K |
| 4 | TRUSTEE OF LOCAL 1 RETIREMENT SAVINGS TRUST FUND LOCAL NO. 1 RETIREMENT SAVINGS TRUST FUND | DOWNERS GROVE IL | 1,081 | $13.8M | $243K |
| 5 | CAROLTON CHRONIC & CONVALESCENT HOSPITAL, INC. CAROLTON HOSPITAL EMPLOYEE PROFIT SHARING PLAN | FAIRFIELD CT | 196 | $11.0M | $27K |
| 6 | ELM TERRACE GARDENS RETIREMENT PLAN OF ELM TERRACE GARDENS | LANSDALE PA | 205 | $5.0M | $17K |
