Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Franklin Small cap value in their Schedule of Assets, totaling $2.2M 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 | BOARD OF TRUSTEES OF CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CO CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CONTRIBUTION FUND | KANSAS CITY MO | 783 | $63.5M | $1.1M |
| 2 | PENN COLOR, INC. PENN COLOR, INC. PENSION PLAN | DOYLESTOWN PA | 249 | $36.3M | $766K |
| 3 | AERO PRECISION HOLDINGS LP |
MIRAMAR FL |
| 228 |
| $23.9M |
| $210K |
| 4 | AON RISK SERVICES OF PR, INC. AON RISK SERVICES OF PR, INC. 1081.01(D) PLAN | SAN JUAN PR | 65 | $9.7M | $63K |
| 5 | ORTHOPEDIC & SPORTS INSTITUTE OF THE FOX VALLEY SC ORTHOPEDIC & SPORTS INSTITUTE OF THE FOX VALLEY SC 401(K) PROFIT SHARING PLAN | APPLETON WI | 75 | $25.5M | $60K |
| 6 | GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN, INC. GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN, INC. SAVINGS PLAN | KALAMAZOO MI | 250 | $2.1M | $32K |
| 7 | BEHAVIORAL HEALTHCARE PARTNERS OF CENTRAL OHIO, INC. BEHAVIORAL HEALTHCARE PARTNERS OF CENTRAL OHIO, INC. 403(B) PLAN | NEWARK OH | 125 | $4.6M | $7K |
| 8 | HUDSON VALLEY STAFF, LTD. DBA ACADIA HR ACADIA HR MEP PLAN | RED HOOK NY | 238 | $8.4M | $2K |
| 9 | NEW GEORGIA PROJECT ACTION FUND NEW GEORGIA PROJECT ACTION FUND 401(K) PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 195 | $681K | $535 |
