Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding Franklin Small Cap Value Fund Mutual fund in their Schedule of Assets, totaling $13.2M 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 | BASS, BERRY & SIMS BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN | NASHVILLE TN | 528 | $355.4M | $2.9M |
| 2 | ROMAC INDUSTRIES, INC. ROMAC INDUSTRIES, INC. 401(K) & PROFIT SHARING PLAN | BOTHELL WA | 684 | $36.8M | $2.4M |
| 3 | MEDICAL IMAGING OF LEHIGH VALLEY, P.C. MILV 401(K) PROFIT SHARING PLAN | ALLENTOWN PA | 118 | $72.2M | $1.0M |
| 4 | ANESTHESIOLOGISTS ASSOCIATED, PC ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING RETIREMENT PLAN | BIRMINGHAM AL | 411 | $95.5M | $879K |
| 5 | HCSC ENTERPRISES, INC. HCSC ENTERPRISES, INC. RETIREMENT SAVINGS PLAN | ALLENTOWN PA | 140 | $25.0M | $563K |
| 6 | NANTWORKS, LLC NANTWORKS, LLC RETIREMENT PLAN | LOS ANGELES CA | 922 | $117.2M | $523K |
| 7 | CALAVO GROWERS, INC. CALAVO GROWERS, INC. RETIREMENT PLAN | SANTA PAULA CA | 300 | $38.2M | $509K |
| 8 | EMBURSE, INC. EMBURSE 401(K) PLAN | DALLAS TX | 415 | $48.3M | $487K |
| 9 | CARDINAL SCALE MANUFACTURING CO. CARDINAL SCALE MANUFACTURING COMPANY 401(K) PLAN | WEBB CITY MO | 255 | $15.5M | $435K |
| 10 | RIVERSIDE RESEARCH INSTITUTE RIVERSIDE RESEARCH INSTITUTE TAX-SHELTERED RETIREMENT INCOME PLAN | ARLINGTON VA | 747 | $105.6M | $434K |