Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Franklin Small Cap Value GG Trust CIT R - in their Schedule of Assets, totaling $314K 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 | PACIFIC RIM MECHANICAL CONTRACTORS, INC. PACIFIC RIM MECHANICAL CONTRACTORS, INC. 401(K) PLAN | SAN DIEGO CA | 794 | $80.3M | $223K |
| 2 | MAIL SERVICES, LLC MAIL SERVICES, LLC 401(K) RETIREMENT PLAN | URBANDALE IA | 213 | $8.2M | $49K |
| 3 | FHI CLINICAL INC. FHI CLINICAL INC. RETIREMENT PLAN |
DURHAM NC |
| 60 |
| $6.4M |
| $24K |
| 4 | HEARTLAND COMMUNITIES, LLC HAVENPARK 401(K) RETIREMENT PLAN | OREM UT | 251 | $5.4M | $18K |