Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Franklin Small-Mid Cap Growth Fund " in their Schedule of Assets, totaling $5.6M 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 | BECKER & POLIAKOFF, P.A. BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 312 | $55.2M | $2.2M |
| 2 | THE ALLIANCE, INC. THE ALLIANCE RETIREMENT PLAN | MINNEAPOLIS MN | 134 | $77.1M | $774K |
| 3 | FLEETPRIDE, INC. FLEETPRIDE INC. RETIREMENT & SAVINGS PLAN |
IRVING TX |
| 4,603 |
| $187.0M |
| $597K |
| 4 | GN AUDIO USA, INC. GN AUDIO USA, INC. RETIREMENT SAVINGS PLAN | LOWELL MA | 424 | $56.9M | $596K |
| 5 | WINEDIRECT, INC. WINEDIRECT, INC. 401(K) PLAN | AMERICAN CANYON CA | 277 | $6.9M | $342K |
| 6 | KINETIC ENGINE SYSTEMS, INC. KINETIC ENGINE SYSTEMS 401(K) PLAN | SOUTHWICK MA | 485 | $26.1M | $270K |
| 7 | PROSERV OPERATIONS, LLC PROSERV 401(K) PLAN | HOUSTON TX | 74 | $13.7M | $222K |
| 8 | JOHNSTONE MOYER, INC. JOHNSTONE MOYER, INC. 401(K) PLAN | SAN CARLOS CA | 95 | $14.3M | $212K |
| 9 | COMPUTER AND ENGINEERING SERVICES, INC. TECHNICAL SERVICES RETIREMENT PLAN | KALAMAZOO MI | 2,593 | $29.2M | $92K |
| 10 | PETRA INCORPORATED PETRA INCORPORATED 401(K) P/S PLAN | MERIDIAN ID | 121 | $4.4M | $77K |
