Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Franklin Small Cap Value R6 Registered investment company in their Schedule of Assets, totaling $3.5M 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 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST SUPPLEMENTAL RETIREMENT ACCOUNT | SEATTLE WA | 611 | $112.0M | $752K |
| 2 | WILMINGTON FRIENDS SCHOOL, INC. WILMINGTON FRIENDS SCHOOL 403(B) RETIREMENT PLAN | WILMINGTON DE | 147 | $54.5M | $732K |
| 3 | BLOODWORKS NORTHWEST |
SEATTLE WA |
| 841 |
| $126.8M |
| $483K |
| 4 | JOSEPH J. ALBANESE, INC. JOSEPH J. ALBANESE, INC. 401(K) PROFIT SHARING PLAN | SANTA CLARA CA | 252 | $34.9M | $451K |
| 5 | PEOPLES BANCORP PEOPLES BANK SALARY INVESTMENT & PROFIT SHARING PLAN | BELLINGHAM WA | 430 | $71.7M | $347K |
| 6 | ALSCO-GEYER IRRIGATION, INC. ALSCO-GEYER IRRIGATION, INC. PROFIT SHARING 401(K) PLAN | ARBUCKLE CA | 130 | $10.1M | $274K |
| 7 | SEAKR ENGINEERING, LLC SEAKR ENGINEERING, INC. 401(K) PLAN | CENTENNIAL CO | 454 | $71.9M | $126K |
| 8 | THE EXPERT INSTITUTE THE EXPERT INSTITUTE RETIREMENT TRUST | NEW YORK NY | 175 | $10.7M | $99K |
| 9 | UATP MANAGEMENT, LLC UNLEASHED BRANDS 401(K) PLAN | BEDFORD TX | 292 | $10.3M | $58K |
| 10 | CALIFORNIA REHABILITATION SERV CALIFORNIA REHABILITATION SERV 401(K) PROFIT SHARING PLAN & TRUST | GLENDALE CA | 17 | $7.9M | $35K |
