Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Franklin Small-Cap Value Pooled separate account in their Schedule of Assets, totaling $1.3M 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 | ST. ANDREW'S SCHOOL OF DELAWARE, INC. ST. ANDREW'S SCHOOL OF DELAWARE 403(B) PLAN | MIDDLETOWN DE | 189 | $54.7M | $846K |
| 2 | DIGITAL CONTROL INCORPORATED DIGITAL CONTROL INCORPORATED 401(K) PLAN | KENT WA | 166 | $41.7M | $340K |
| 3 | INDIANA HISTORICAL SOCIETY |
INDIANAPOLIS IN |
| 67 |
| $8.4M |
| $44K |
| 4 | PROPACK LOGISTICS US, LLC PROPACK LOGISTICS US, LLC 401(K) PLAN | BLAINE WA | 257 | $4.2M | $35K |
| 5 | POTOMAC HEALTHCARE SOLUTIONS, LLC POTOMAC HEALTHCARE SOLUTIONS, LLC RETIREMENT SAVINGS PLAN | WOODBRIDGE VA | 188 | $3.6M | $18K |
| 6 | PHARMACY DATA MANAGEMENT, INC. PHARMACY DATA MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | POLAND OH | 150 | $15.4M | $11K |