Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Franklin Small-mid cap growth in their Schedule of Assets, totaling $1.5M 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 | MIDWEST AIR TRAFFIC CONTROL SERVICE, INC. MIDWEST ATC SERVICE 401(K) & PENSION PLAN | OVERLAND PARK KS | 521 | $55.6M | $824K |
| 2 | MAC PROPERTY MANAGEMENT, LLC MAC PROPERTY MANAGEMENT 401(K) SAVINGS PLAN | ENGLEWOOD NJ | 412 | $14.2M | $319K |
| 3 | ARNOLD COMPANIES, INC. |
KIMBALL MN |
| 262 |
| $28.7M |
| $224K |
| 4 | NORTH FLORIDA SALES TRIPLE P DISTRIBUTING CO., INC. NORTH FLORIDA SALES 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 249 | $9.5M | $124K |
| 5 | TPS GROUP HOLDINGS LLC THE PAPER STORE 401(K) PLAN | ACTON MA | 830 | $10.8M | $48K |
| 6 | GONZALEZ TRADING, LLC GONZALEZ TRADING RETIREMENT PLAN | SAN JUAN PR | 165 | $1.6M | $6K |
| 7 | BEHAVIORAL HEALTHCARE PARTNERS OF CENTRAL OHIO, INC. BEHAVIORAL HEALTHCARE PARTNERS OF CENTRAL OHIO, INC. 403(B) PLAN | NEWARK OH | 125 | $4.6M | $1K |
