Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Franklin Small Cap Value R6 Mutual Fund N/A in their Schedule of Assets, totaling $546K 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 | BLUE TECHNOLOGIES, INC. BLUE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | CLEVELAND OH | 176 | $16.3M | $364K |
| 2 | PETE LIEN & SONS, INC. PETE LIEN & SONS, INC. PROFIT SHARING/401(K) PLAN | RAPID CITY SD | 438 | $57.3M | $63K |
| 3 | SIOUX VALLEY MEMORIAL HOSPITAL ASSOCIATION D/B/A CHEROKEE REGIONAL MED |
CHEROKEE IA |
| 279 |
| $22.4M |
| $52K |
| 4 | SUPERIOR LINEN SERVICE, INC. SUPERIOR LINEN SERVICE, INC. RETIREMENT SAVINGS PLAN | TULSA OK | 264 | $8.9M | $44K |
| 5 | OSCEOLA COMMUNITY HOSPTIAL INC. OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN | SIBLEY IA | 131 | $4.3M | $24K |