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 - in their Schedule of Assets, totaling $650K 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 | FCI LENDER SERVICES INC FCI LENDER SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST | ANAHEIM CA | 181 | $13.5M | $310K |
| 2 | COMMUNITY HEALTH CENTERS OF PINELLAS, INC DBA EVARA HEALTH EVARA HEALTH RETIREMENT PLAN | CLEARWATER FL | 638 | $22.3M | $284K |
| 3 | OPTOMI, LLC OPTOMI, LLC 401(K) PLAN |
ATLANTA GA |
| 2,813 |
| $12.3M |
| $57K |