Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Franklin Small Cap Value Fund R6 Mutual fund in their Schedule of Assets, totaling $3.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | ACCUTRANS, LLC ACCUTRANS LLC 401(K) PROFIT SHARING PLAN AND TRUST | KENNER LA | 391 | $15.9M | $122K |
| 3 | I&I SALES GROUP LLC DBA FORWARD SOLUTIONS |
HERSHEY PA |
| 515 |
| $40.1M |
| $114K |
| 4 | CITADEL SERVICING CORPORATION CITADEL SERVICING CORPORATION 401(K) PLAN | IRVINE CA | 351 | $6.4M | $40K |
| 5 | AVANIA, LLC AVANIA 401(K) RETIREMENT PLAN | MARLBOROUGH MA | 138 | $19.5M | $31K |
| 6 | TGH STAFFING, LLC D/B/A INTERHEALTH MEDICAL STAFFING SOLUTIONS INTERHEALTH MEDICAL STAFFING SOLUTIONS 401(K) PLAN | TAMPA FL | 703 | $4.0M | $10K |
| 7 | TAYLOR TEAM RELOCATION TAYLOR TEAM RELOCATION 401(K) PROFIT SHARING PLAN & TRUST | STOW OH | 168 | $3.7M | $8K |
| 8 | CGH TECHNOLOGIES, INC. EMPLOYEE BENEFIT PLAN OF CGH TECHNOLOGIES, INC. | WASHINGTON DC | 72 | $9.4M | $2K |
| 9 | ARROW GEAR LLC ARROW GEAR INCENTIVE SAVINGS PLAN | COLLEGE POINT NY | 161 | $21.9M | $1K |
