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 Fund Mutual Fund in their Schedule of Assets, totaling $8.1M 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 | DRISCOLL CHILDREN'S HEALTH THE DRISCOLL CHILDREN'S HEALTH 403(B) RETIREMENT PLAN | CORPUS CHRISTI TX | 4,302 | $249.4M | $3.4M |
| 2 | DRISCOLL CHILDREN'S HEALTH THE DRISCOLL CHILDREN'S HEALTH EMPLOYER MATCHING AND RETIREMENT PLAN | CORPUS CHRISTI TX | 3,644 | $266.9M | $2.4M |
| 3 | CARDINAL SCALE MANUFACTURING CO. |
WEBB CITY MO |
| 255 |
| $15.5M |
| $940K |
| 4 | SCREENBEAM INC. SCREENBEAM INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 62 | $26.2M | $824K |
| 5 | HOJ MANAGEMENT CO., INC. HOJ MANAGEMENT CO., INC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 190 | $18.4M | $437K |
| 6 | GLOBAL INFORMATION SYSTEMS, LLC GLOBAL INFORMATION SYSTEMS, LLC 401(K) PROFIT SHARING PLAN | LEXINGTON KY | 109 | $8.3M | $131K |
| 7 | CLARE ROSE, INC. CLARE ROSE, INC. PROFIT SHARING AND 401(K) PLAN | EAST YAPHANK NY | 136 | $22.5M | $44K |
