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 NR in their Schedule of Assets, totaling $839K 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 | CLIENT SOLUTION ARCHITECTS LLC CLIENT SOLUTION ARCHITECTS 401(K) PLAN | VIRGINIA BEACH VA | 734 | $43.1M | $779K |
| 2 | APPRIO, INC. APPRIO, INC. 401(K) PROFIT SHARING PLAN & TRUST | WASHINGTON DC | 156 | $10.1M | $38K |
| 3 | SWOON GROUP, LLC SWOON GROUP, LLC RETIREMENT PLAN |
CHICAGO IL |
| 297 |
| $8.8M |
| $19K |
| 4 | REBELLION DEFENSE, INC. REBELLION DEFENSE, INC. 401(K) PLAN | WASHINGTON DC | 30 | $10.9M | $4K |
