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 Class R6 Mutual funds in their Schedule of Assets, totaling $5.6M 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 | CDI MANAGEMENT CORP CDI MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN | ST. LOUIS PARK MN | 3,167 | $319.9M | $4.5M |
| 2 | AUDAX MANAGEMENT COMPANY, LLC AUDAX 401(K) SAVINGS PLAN | BOSTON MA | 447 | $80.4M | $602K |
| 3 | AUDAX MANAGEMENT COMPANY, LLC AUDAX 401(K) SAVINGS PLAN |
BOSTON MA |
| 369 |
| $47.5M |
| $392K |
| 4 | HOUSBY MACK, INC. THE ARCHITECT 401(K)PLAN - HOUSBY MACK, INC | DES MOINES IA | 252 | $12.2M | $93K |
| 5 | HOLBROOK LIFE MANAGEMENT LLC HOLBROOK LIFE MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | ALPHARETTA GA | 730 | $1.4M | $26K |
