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 Registered investment companies in their Schedule of Assets, totaling $667K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NICHOLS FARMS NICHOLS FARMS 401(K) PROFIT SHARING PLAN | FRESNO CA | 424 | $16.8M | $352K |
| 2 | THE CARING COALITION OF CENTRAL NEW YORK THE CARING COALITION OF CENTRAL NEW YORK TAX DEFERRED ANNUITY PLAN | LIVERPOOL NY | 120 | $9.5M | $178K |
| 3 | MERVIN MANUFACTURING MERVIN MANUFACTURING 401(K) PLAN |
SEQUIM WA |
| 115 |
| $4.6M |
| $112K |
| 4 | DONORSCHOOSE.ORG DONORSCHOOSE.ORG 401(K) PROFIT SHARING PLAN | NEW YORK NY | 204 | $18.8M | $25K |
