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 Pooled separate account in their Schedule of Assets, totaling $239K 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 | BARNUM AND CELILLO ELECTRIC, INC BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN | SACRAMENTO CA | 298 | $18.1M | $154K |
| 2 | HIXSON METAL FINISHING HMF 401(K) PLAN | NEWPORT BEACH CA | 108 | $4.0M | $80K |
| 3 | KATZKIN LEATHER INC. KATZKIN LEATHER INC. EMPLOYEES 401K PLAN |
MONTEBELLO CA |
| 333 |
| $4.5M |
| $3K |
| 4 | SURFACE TECHNOLOGIES CORPORATION SURFACE TECHNOLOGIES CORPORATION 401K PROFIT SHARING PLAN | ATLANTIC BEACH FL | 214 | $6.6M | $2K |
