Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Franklin Small Cap Value Fund R6 Mutual fund in their Schedule of Assets, totaling $3.9M 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 | FLORIDA HEALTH SCIENCES CENTER, INC. FLORIDA HEALTH SCIENCES CENTER 403(B) SAVINGS PLAN | TAMPA FL | 11,892 | $768.3M | $3.2M |
| 2 | MACONIT, INC. MACONIT, INC. 401(K) PROFIT SHARING PLAN | CHESTERFIELD VA | 62 | $8.1M | $261K |
| 3 | ACCUTRANS, LLC ACCUTRANS LLC 401(K) PROFIT SHARING PLAN AND TRUST |
KENNER LA |
| 391 |
| $15.9M |
| $122K |
| 4 | I&I SALES GROUP LLC DBA FORWARD SOLUTIONS FORWARD SOLUTIONS 401(K) PLAN | HERSHEY PA | 515 | $40.1M | $114K |
| 5 | AM PIERCE & ASSOCIATES, INC. AM PIERCE & ASSOCIATES 401(K) PLAN | CALIFORNIA MD | 144 | $12.5M | $89K |
| 6 | CITADEL SERVICING CORPORATION CITADEL SERVICING CORPORATION 401(K) PLAN | IRVINE CA | 351 | $6.4M | $40K |
| 7 | AVANIA, LLC AVANIA 401(K) RETIREMENT PLAN | MARLBOROUGH MA | 138 | $19.5M | $31K |
| 8 | TGH STAFFING, LLC D/B/A INTERHEALTH MEDICAL STAFFING SOLUTIONS INTERHEALTH MEDICAL STAFFING SOLUTIONS 401(K) PLAN | TAMPA FL | 703 | $4.0M | $10K |
| 9 | TAYLOR TEAM RELOCATION TAYLOR TEAM RELOCATION 401(K) PROFIT SHARING PLAN & TRUST | STOW OH | 168 | $3.7M | $8K |
| 10 | ARROW GEAR LLC ARROW GEAR INCENTIVE SAVINGS PLAN | COLLEGE POINT NY | 161 | $21.9M | $1K |
