Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Franklin Small Cap Value R6 Pooled separate account in their Schedule of Assets, totaling $3.6M 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 | CERTIFIED COLLECTIBLES GROUP, LLC CCG 401(K) SAVINGS PLAN | SARASOTA FL | 680 | $28.9M | $2.1M |
| 2 | SPALDINGS, INC. SPALDING AUTO, INC. 401(K) PROFIT SHARING PLAN | SPOKANE WA | 163 | $15.0M | $563K |
| 3 | WIRTZ HOLDING COMPANY, INC. WIRTZ HOLDING COMPANY, INC PROFIT SHARING RETIREMENT&401K PLAN |
PORT HURON MI |
| 116 |
| $16.6M |
| $252K |
| 4 | AESOP INTERMEDIATE, LLC AESOP INTERMEDIATE, LLC 401(K) PLAN | KANSAS CITY MO | 640 | $6.7M | $184K |
| 5 | C.C. CREATIONS, LTD. C.C. CREATIONS, LTD. RETIREMENT SAVINGS PLAN | BRYAN TX | 326 | $6.3M | $171K |
| 6 | DEALER MANAGEMENT SERVICES, INC. DMS 401(K) PLAN | CINCINNATI OH | 288 | $7.2M | $115K |
| 7 | REVOLVE MANAGEMENT COMPANY, LLC REVOLVE MANAGEMENT COMPANY, LLC 401(K) PLAN | KANSAS CITY MO | 115 | $3.1M | $102K |
| 8 | SARASOTA 500, LLC SARASOTA 500, LLC DBA SARASOTA FORD 401K PLAN | SARASOTA FL | 187 | $5.7M | $54K |
| 9 | STINKER STORES INC. STINKER STORES INC. 401K PLAN | BOISE ID | 715 | $10.1M | $43K |
| 10 | WHOLESALE MOTORS, INC. WHOLESALE MOTORS, INC. 401(K) PROFIT SHARING PLAN | HONOLULU HI | 207 | $13.8M | $3K |
