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 in their Schedule of Assets, totaling $374K 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 | WINEDIRECT, INC. WINEDIRECT, INC. 401(K) PLAN | AMERICAN CANYON CA | 277 | $6.9M | $342K |
| 2 | HANSEN PLASTICS CORPORATION HANSEN PLASTICS CORPORATION 401(K) PLAN | ELGIN IL | 92 | $2.5M | $30K |
| 3 | HARDING HOLDINGS, INC. UDELHOVEN 401(K) PLAN & TRUST |
ANCHORAGE AK |
| 281 |
| $14.2M |
| $2K |
