Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Franklin Small-Cap Value Mutual Fund in their Schedule of Assets, totaling $7.8M 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 | MITHUN, INC. MITHUN, INC. PROFIT SHARING 401(K) PLAN & TRUST | SEATTLE WA | 205 | $53.1M | $1.4M |
| 2 | KITSAP BANK KITSAP BANK 401(K) PROFIT SHARING PLAN | PORT ORCHARD WA | 258 | $57.3M | $1.3M |
| 3 | OGDEN MURPHY WALLACE, PLLC THE 401(K) PROFIT SHARING PLAN OF OGDEN MURPHY WALLACE, PLLC |
SEATTLE WA |
| 124 |
| $73.8M |
| $1.2M |
| 4 | TURENNE & ASSOCIATES, LLC TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN | MONTGOMERY AL | 622 | $29.0M | $1.0M |
| 5 | BASS, BERRY & SIMS BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN | NASHVILLE TN | 528 | $355.4M | $1.0M |
| 6 | C&C SALES, INC. C&C SALES, INC. PROFIT SHARING PLAN | LENEXA KS | 158 | $16.6M | $446K |
| 7 | NCMIC GROUP, INC. NCMIC GROUP, INC. RETIREMENT SAVINGS PLAN | CLIVE IA | 208 | $63.4M | $397K |
| 8 | NORTHPOINT DEVELOPMENT, LLC NORTHPOINT DEVELOPMENT, LLC 401(K) SAFE HARBOR PLAN | RIVERSIDE MO | 1,025 | $69.6M | $301K |
| 9 | KROHMER PLUMBING KROHMER PLUMBING EMPLOYEE 401(K) PLAN | MITCHELL SD | 114 | $9.0M | $173K |
| 10 | KATALYST TECHNOLOGIES, INC. KATALYST TECHNOLOGIES 401(K) PLAN | EVANSTON IL | 0 | $8.1M | $132K |
