Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Franklin Small-Mid Cap Growth Fund Class R6 Registered investment company in their Schedule of Assets, totaling $925K 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 | ARROWHEAD PHARMACEUTICALS, INC. ARROWHEAD 401(K) PLAN AND TRUST | PASADENA CA | 611 | $60.3M | $925K |