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 Mutual Funds in their Schedule of Assets, totaling $672K 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 | ALICE AND OLIVIA, LLC ALICE AND OLIVIA, LLC 401(K) PLAN | SECAUCUS NJ | 332 | $13.6M | $384K |
| 2 | STATE UTILITY CONTRACTORS, INC. STATE UTILITY CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN | MONROE NC | 166 | $13.9M | $154K |
| 3 | GREEN RIVER REGIONAL MENTAL HEALTH/MENTAL |
OWENSBORO KY |
| 726 |
| $7.4M |
| $134K |
