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 R Pooled Separate Account in their Schedule of Assets, totaling $177K 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 | LANDPOINT, LLC LANDPOINT, LLC 401(K) PLAN | FORT WORTH TX | 62 | $4.1M | $85K |
| 2 | TOLOWA DEE-NI' NATION TOLOWA DEE-NI' NATION 401(K) PLAN | SMITH RIVER CA | 289 | $10.2M | $62K |
| 3 | ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401(K) PROFIT SHARING PLAN |
TEMECULA CA |
| 208 |
| $6.0M |
| $30K |
