Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Franklin Small Cap Value Fund; Class R6 in their Schedule of Assets, totaling $39.6M 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 | SONIC AUTOMOTIVE, INC. SONIC AUTOMOTIVE, INC. 401(K) PLAN | CHARLOTTE NC | 8,427 | $548.3M | $14.4M |
| 2 | MEMORIAL HEALTH SYSTEM MEMORIAL HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT SAVINGS PLAN | SPRINGFIELD IL | 7,980 | $719.0M | $6.3M |
| 3 | ENEL NORTH AMERICA, INC. ENEL NORTH AMERICA, INC. 401(K) PLAN |
ANDOVER MA |
| 1,094 |
| $214.6M |
| $3.2M |
| 4 | WARNER MUSIC GROUP WARNER MUSIC GROUP 401(K) PLAN | NEW YORK NY | 2,173 | $446.3M | $2.8M |
| 5 | NUVANCE HEALTH NUVANCE HEALTH 403(B) PLAN (F/K/A HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN) | DANBURY CT | 2,628 | $746.1M | $1.7M |
| 6 | OASIS SYSTEMS, LLC OASIS 401(K) PLAN | BURLINGTON MA | 2,793 | $334.0M | $1.6M |
| 7 | ASTRION ASTRION 401(K) PLAN | HUNTSVILLE AL | 2,679 | $358.9M | $1.3M |
| 8 | MANATTS, INC. MANATTS, INC. AND AFFILIATED COMPANIES 401(K) RETIREMENT PLAN | BROOKLYN IA | 1,683 | $130.7M | $1.3M |
| 9 | ECHOPARK AUTOMOTIVE, INC. ECHOPARK AUTOMOTIVE, INC. 401(K) PLAN | CHARLOTTE NC | 1,509 | $41.4M | $1.2M |
| 10 | FIESTA MART, L.L.C. FIESTA MART, L.L.C. 401(K) RETIREMENT AND SAVINGS PLAN | HOUSTON TX | 6,641 | $100.2M | $930K |
