Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Franklin Small Cap Value R6 Fd in their Schedule of Assets, totaling $25.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOUTHERN PIPE & SUPPLY CO., INC. SOUTHERN PIPE & SUPPLY CO., INC. 401(K) RETIREMENT SAVINGS PLAN | MERIDIAN MS | 1,114 | $100.9M | $4.6M |
| 2 | GREYLOCK FEDERAL CREDIT UNION GREYLOCK PENSION PLAN | PITTSFIELD MA | 273 | $34.5M | $4.3M |
| 3 | CHENMED, LLC CHENMED, LLC 401(K) PLAN |
MIAMI GARDENS FL |
| 4,572 |
| $217.8M |
| $2.4M |
| 4 | PHARMACEUTICS INTERNATIONAL, INC. PHARMACEUTICS INTERNATIONAL, INC. 401(K) PLAN | HUNT VALLEY MD | 298 | $21.1M | $1.9M |
| 5 | TORAY ADVANCED COMPOSITES USA TORAY ADVANCED COMPOSITES USA SAVINGS PLAN | MORGAN HILL CA | 469 | $58.2M | $1.4M |
| 6 | CHILDSERVE INC CHILDSERVE EMPLOYEE RETIREMENT PLAN | JOHNSTON IA | 1,558 | $40.9M | $1.4M |
| 7 | TJ REGIONAL HEALTH INC. TJ REGIONAL HEALTH INC. 403(B) PLAN | GLASGOW KY | 1,498 | $83.2M | $1.3M |
| 8 | PROCENTRIX, LLC PROCENTRIX RETIREMENT TRUST | HERNDON VA | 373 | $40.7M | $1.1M |
| 9 | HB PERFORMANCE SYSTEMS, INC. HB PERFORMANCE SYSTEMS, INC. 401(K) PLAN | MEQUON WI | 125 | $23.0M | $957K |
| 10 | BOUMA GROUP, INC. BOUMA GROUP, INC. RETIREMENT PLAN | GRAND RAPIDS MI | 194 | $31.4M | $878K |
