Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Franklin Small-Cap Value Fund Class R6 Mutual Fund in their Schedule of Assets, totaling $70.8M 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 | FRANKLIN RESOURCES, INC. FRANKLIN TEMPLETON 401(K) RETIREMENT PLAN | SAN MATEO CA | 4,383 | $2.8B | $60.6M |
| 2 | LIFELINE MEDICAL ASSOCIATES, LLC LIFELINE MEDICAL ASSOCIATES, LLC CASH OR DEFERRED PROFIT SHARING PLAN | FLORHAM PARK NJ | 653 | $113.1M | $2.6M |
| 3 | DELAWARE VALLEY COMMUNITY HEALTH, INC. |
PHILADELPHIA PA |
| 356 |
| $43.5M |
| $1.4M |
| 4 | INTEST CORPORATION INTEST CORPORATION INCENTIVE SAVINGS PLAN | MT. LAUREL NJ | 210 | $42.7M | $1.2M |
| 5 | SMI MANAGEMENT, LLC SMI MANAGEMENT, LLC 401(K) PLAN AND TRUST | CARROLLTON GA | 676 | $42.6M | $1.1M |
| 6 | RIMINI STREET, INC. RIMINI STREET INC. 401(K) PROFIT SHARING PLAN AND TRUST | LAS VEGAS NV | 573 | $93.2M | $1.0M |
| 7 | EXPERITY, INC. EXPERITY 401(K) PLAN | MACHESNEY PARK IL | 563 | $47.5M | $532K |
| 8 | PILLEN FAMILY FARMS, INC. PILLEN FAMILY FARMS, INC. 401(K) PLAN | COLUMBUS NE | 822 | $23.6M | $439K |
| 9 | INTERFACE, INC. INTERFACE, INC. SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 1,525 | $192.2M | $402K |
| 10 | UNQORK INC. UNQORK INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 222 | $29.7M | $295K |
