Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Franklin Small Cap Value R6 Mutual funds in their Schedule of Assets, totaling $2.3M 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 | UNIPRO FOODSERVICE, INC. UNIPRO FOODSERVICE, INC. RETIREMENT PLAN | ATLANTA GA | 161 | $35.3M | $940K |
| 2 | RYAN FIREPROTECTION, INC. R.F.I. 401(K) PLAN | NOBLESVILLE IN | 213 | $24.4M | $567K |
| 3 | MARCHANT-SCHMIDT, INC. MARCHANT-SCHMIDT, INC. 401(K) SAVINGS PLAN |
FOND DU LAC WI |
| 92 |
| $22.1M |
| $297K |
| 4 | KIMBALL UNION ACADEMY KIMBALL UNION ACADEMY DC RETIREMENT PLAN | MERIDEN NH | 149 | $31.8M | $182K |
| 5 | ODYSSEY SPACE RESEARCH, L.L.C. ODYSSEY SPACE RESEARCH, L. L. C. 401(K) PLAN | HOUSTON TX | 152 | $24.7M | $99K |
| 6 | SAMUEL SHAPIRO & CO., INC. SAMUEL SHAPIRO & CO., INC. PROFIT SHARING TRUST | BALTIMORE MD | 136 | $17.5M | $93K |
| 7 | ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO 403(B) DC PLAN | SAN FRANCISCO CA | 107 | $30.8M | $33K |
| 8 | ROCKLAND BAKERY INC. ROCKLAND BAKERY 401(K) PLAN | NANUET NY | 626 | $6.9M | $31K |
| 9 | PARALLAX ADVANCED RESEARCH CORPORATION PARALLAX ADVANCED RESEARCH CORPORATION 401(K) RETIREMENT PLAN | BEAVERCREEK OH | 172 | $11.8M | $21K |
| 10 | IPSECURE, INC. IPS - MC 401(K) RETIREMENT SAVINGS PLAN | SAN ANTONIO TX | 91 | $6.6M | $19K |
