Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Franklin Small Cap Value Mutual Funds - in their Schedule of Assets, totaling $197K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PETERSEN PRECISION ENGINEERING, LLC PETERSEN PRECISION ENGINEERING, LLC 401(K) SAVINGS PLAN | REDWOOD CITY CA | 158 | $12.9M | $117K |
| 2 | ELECTROSONIC INC ELECTROSONIC INC. 401(K) RETIREMENT PLAN | ORLANDO FL | 167 | $16.2M | $66K |
| 3 | ATWOOD DISTRIBUTING, L.P. ATWOOD DISTRIBUTING 401(K) PROFIT SHARING PLAN |
ENID OK |
| 1,207 |
| $14.4M |
| $15K |
