Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Franklin Small-Cap Value Fund Mutual Funds in their Schedule of Assets, totaling $426K 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 | OB/GYN SPECIALISTS OF THE PALM BEACHES II, LLC OB/GYN SPECIALISTS OF THE PALM BEACHES II, LLC, 401(K) PROFIT SHARING PLAN AND TRUST | BOCA RATON FL | 220 | $40.3M | $157K |
| 2 | KOVACH ENCLOSURE SYSTEMS, LLC KOVACH ENCLOSURE SYSTEMS, LLC 401(K) | CHANDLER AZ | 191 | $14.4M | $106K |
| 3 | COORDINATED CARE SERVICES, INC |
ROCHESTER NY |
| 459 |
| $30.3M |
| $68K |
| 4 | COP COLLISIONRIGHT HOLDINGS, INC. COLLISIONRIGHT 401(K) PLAN | DUBLIN OH | 1,283 | $24.7M | $48K |
| 5 | MITCHELLS SALON AND DAY SPA, INC. MITCHELL'S SALON AND DAY SPA, INC. 401(K) PLAN | WEST CHESTER OH | 273 | $10.3M | $34K |
| 6 | NOVA 401K ASSOCIATES NOVA 401(K) PLAN | HOUSTON TX | 204 | $31.2M | $12K |
