Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Franklin Small-Mid Cap Growth Fund Class A " in their Schedule of Assets, totaling $2.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TDK U.S.A. CORPORATION TDK U.S.A CORPORATION SAVINGS PLAN | UNIONDALE NY | 682 | $222.2M | $2.0M |
| 2 | PREMIER MEDICAL GROUP PREMIER MEDICAL GROUP PROFIT SHARING PLAN | POUGHKEEPSIE NY | 86 | $26.4M | $49K |
| 3 | MONTREAT COLLEGE MONTREAT COLLEGE RETIREMENT PLAN |
MONTREAT NC |
| 164 |
| $9.7M |
| $3K |
