Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Franklin Small-Cap Value Fund R6 in their Schedule of Assets, totaling $7.3M 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 | NATIONAL MEDICAL SERVICES, INC. NATIONAL MEDICAL SERVICES, INC. 401(K) SAVINGS AND RETIREMENT PLAN | HORSHAM PA | 462 | $81.0M | $2.2M |
| 2 | TMK GLOBAL HOLDINGS, LLC TRIMARK RETIREMENT SAVINGS PLAN | MANSFIELD MA | 2,835 | $245.4M | $1.6M |
| 3 | PRIVILEGE UNDERWRITERS, INC. |
WHITE PLAINS NY |
| 1,133 |
| $169.2M |
| $1.2M |
| 4 | KOOTENAI CLINIC, LLC KOOTENAI HEALTH 403(B) PLAN | COEUR D ALENE ID | 4,205 | $79.9M | $609K |
| 5 | SMARSH, INC. SMARSH 401(K) PLAN | PORTLAND OR | 576 | $90.1M | $500K |
| 6 | MID PENN BANK MID PENN BANK RETIREMENT PLAN | MILLERSBURG PA | 605 | $51.9M | $392K |
| 7 | XAD, INC. XAD, INC. 401(K) PLAN | NEW YORK NY | 182 | $29.6M | $263K |
| 8 | BEUSA ENERGY, LLC BEUSA ENERGY 401(K) PLAN | THE WOODLANDS TX | 1,191 | $69.0M | $138K |
| 9 | BRADFORD HEALTH SERVICES BRADFORD HEALTH SERVICES 401(K) PROFIT SHARING PLA | BIRMINGHAM AL | 820 | $11.7M | $113K |
| 10 | QUALITY EQUIPMENT, LLC QUALITY EQUIPMENT, LLC 401(K) PLAN | FUQUAY-VARINA NC | 645 | $39.4M | $75K |
