Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Small Cap Value Fund - R Mutual Fund in their Schedule of Assets, totaling $292K 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 | MID VALLEY DISPOSAL, INC. MID VALLEY DISPOSAL, INC. RETIREMENT PLAN | KERMAN CA | 345 | $8.9M | $282K |
| 2 | MANAGEMENT HEALTH SOLUTIONS IN MANAGEMENT HEALTH SOLUTIONS IN 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 356 | $1.4M | $10K |