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 R6 in their Schedule of Assets, totaling $217K 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 | IRON PONY MOTORSPORTS INC IRON PONY MOTORSPORTS INC 401(K) PROFIT SHARING PLAN & TRUST | WESTERVILLE OH | 144 | $5.4M | $127K |
| 2 | FORMAN WATKINS KRUTZ LLP FWK 401(K) PLAN | JACKSON MS | 130 | $26.1M | $88K |
| 3 | VENTANA USA VENTANA USA 401(K) PLAN |
EXPORT PA |
| 88 |
| $6.7M |
| $1K |
