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 Registered Investment Company - in their Schedule of Assets, totaling $88K 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 | ELEUTHERIAN MILLS-HAGLEY FOUNDATION, INC. HAGLEY MUSEUM & LIBRARY 403(B) PLAN | WILMINGTON DE | 88 | $20.8M | $62K |
| 2 | WESTMORELAND MECHANICAL TESTING AND RESEARCH WESTMORELAND MECHANICAL TESTING AND RESEARCH PROFIT SHARING PLAN | YOUNGSTOWN PA | 176 | $13.3M | $12K |
| 3 | SKA INC |
TAMPA FL |
| 76 |
| $2.4M |
| $7K |
| 4 | TRUE NORTH CLASSICAL ACADEMY, INC. TRUE NORTH CLASSICAL ACADEMY, INC. 401(K) PLAN | MIAMI FL | 272 | $1.9M | $7K |
