Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Franklin Small Cap Value R6 Fund " in their Schedule of Assets, totaling $10.0M 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 | CHA CONSULTING INC. CHA CONSULTING, INC. RETIREMENT INVESTMENT PLAN | ALBANY NY | 1,954 | $268.3M | $3.1M |
| 2 | AMERICAN REGENT, INC. AMERICAN REGENT, INC. 401(K) AND PROFIT SHARING PLAN | SHIRLEY NY | 1,376 | $255.2M | $2.5M |
| 3 | WORLD KINECT CORPORATION WORLD KINECT CORPORATION 401(K) PROFIT SHARING PLAN |
MIAMI FL |
| 2,431 |
| $382.7M |
| $1.4M |
| 4 | EAT IS OWNED BY ELI ZABAR INC. EAT 401(K) PLAN | NEW YORK NY | 438 | $15.9M | $992K |
| 5 | MUTUAL BENEFIT INSURANCE COMPANY MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN | HUNTINGDON PA | 53 | $29.9M | $960K |
| 6 | ENVIRONMENTAL SYSTEMS DESIGN, INC. ENVIRONMENTAL SYSTEMS DESIGN, INC. EMPLOYEES 401(K) PLAN | CHICAGO IL | 0 | $64.1M | $460K |
| 7 | R.S.M. ELECTRON POWER, INC R.S.M. ELECTRON POWER, INC 401(K) PLAN | DEER PARK NY | 247 | $32.8M | $260K |
| 8 | DVF STUDIO, LLC DVF STUDIO 401(K) PLAN | NEW YORK NY | 22 | $6.7M | $218K |
| 9 | VENTURA ORTHOPEDICS MEDICAL GROUP, INC. VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | CAMARILLO CA | 234 | $35.7M | $110K |
