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 R6 Mutual fund N/A in their Schedule of Assets, totaling $461K 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 | STEVENS COMMUNITY MEDICAL CENTER STEVENS COMMUNITY MEDICAL CENTER 403(B) PLAN | MORRIS MN | 295 | $28.5M | $383K |
| 2 | NORTHERN WHOLESALE SUPPLY, LLC NORTHERN WHOLESALE SUPPLY, LLC 401(K) RETIREMENT PLAN | LINO LAKES MN | 163 | $4.2M | $39K |
| 3 | NWS ACQUISITION, LLC. |
LINO LAKES MN |
| 122 |
| $5.1M |
| $39K |
