Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Franklin Small Cap Value Fund Mutual fund N/A in their Schedule of Assets, totaling $6.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TAYLOR CORPORATION TAYLOR CORPORATION 401(K) PLAN | NORTH MANKATO MN | 8,381 | $910.3M | $6.7M |
| 2 | BLUE BIRD, INC. BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN | PESHASTIN WA | 252 | $4.8M | $193K |
| 3 | ADAMS THERMAL SYSTEMS INC. ADAMS THERMAL SYSTEMS RETIREMENT SAVINGS PLAN |
CANTON SD |
| 240 |
| $16.2M |
| $32K |
| 4 | BAY AREA LUTHERAN HOMES, INC. BAY AREA LUTHERAN HOMES, INC. TAX SHELTERED ANNUITY PLAN | GREEN BAY WI | 352 | $5.4M | $1K |
