Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Franklin Small Cap Value R6 Mutual fund a in their Schedule of Assets, totaling $663K 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 | VERSAR, INC. VERSAR EMPLOYEE 401(K) PLAN | WASHINGTON DC | 1,035 | $56.6M | $422K |
| 2 | DIESEL EQUIPMENT COMPANY, INC. THE DIESEL EQUIPMENT COMPANY, INC. SAVINGS PLAN AND TRUST | MONTGOMERY AL | 372 | $17.7M | $230K |
| 3 | IDM COMPANIES, LLC IDM COMPANIES, LLC 401(K) PROFIT SHARING PLAN TRUST |
SCOTTSDALE AZ |
| 248 |
| $6.3M |
| $7K |
| 4 | IDM APARTMENTS, LLC IDM APARTMENTS LLC 401(K) PROFIT SHARING PLAN TRUST | VANCOUVER WA | 194 | $3.8M | $3K |