Franklin Small-Cap Value Fund
U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
Plans holding
58
Total parsed position
$36.7M
Data source
Schedule of Assets
Plans holding this fundranked by position size
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVERSAL HEALTH SERVICES, INC. UNIVERSAL HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 64,799 | $3.7B | $13.5M |
| 2 | EQUITY RESIDENTIAL EQUITY RESIDENTIAL ADVANTAGE RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,323 | $326.5M | $9.8M |
| 3 | MITSUBISHI LOGISNEXT AMERICAS INC. MITSUBISHI LOGISNEXT AMERICAS 401(K) PLAN | HOUSTON TX | 1,644 | $274.6M | $1.5M |
| 4 | ACE PARKING MANAGEMENT, INC. ACE PARKING MANAGEMENT, INC. 401(K) SAVINGS PLAN | SAN DIEGO CA | 3,893 | $28.2M | $1.2M |
| 5 | MEDALLION INSTRUMENTATION SYSTEMS, LLC MEDALLION INSTRUMENTATION SYSTEMS, LLC EMPLOYEE 401(K) SAVINGS PLAN | SPRING LAKE MI | 137 | $17.6M | $1.1M |
| 6 | CONNECTICUT ON-LINE COMPUTER CENTER INC. CONNECTICUT ON-LINE COMPUTER CENTER 401(K) PLAN | SOUTHINGTON CT | 710 | $154.1M | $957K |
| 7 | MILBERN BUILDERS ASSOCIATES, INC. THE HANKIN GROUP 401(K) PLAN | EXTON PA | 109 | $18.2M | $763K |
| 8 | GRESHAM SMITH GRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | NASHVILLE TN | 1,211 | $224.7M | $753K |
| 9 | COOPERATIVE ELEVATOR CO. COOPERATIVE ELEVATOR COMPANY EMPLOYEES' PROFIT SHARING & 401(K) PLAN | PIGEON MI | 170 | $32.7M | $716K |
| 10 | U.S. TELEPACIFIC CORP. TPX 401(K) PLAN | AUSTIN TX | 764 | $85.9M | $482K |
See all 58 plans holding Franklin Small-Cap Value Fund
You’re seeing the top 10. Pro unlocks the full ranked list — every plan holding this fund, with sponsor contacts and unlimited CSV export — for $49/mo.
Start 14-day Pro trial