Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Franklin Small-Mid Cap Growth Mutual fund in their Schedule of Assets, totaling $3.6M 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 | EMI INDUSTRIES LLC EMI INDUSTRIES, LLC 401(K) & BONUS PLAN | TAMPA FL | 317 | $17.9M | $1.5M |
| 2 | SILA SOLUTIONS GROUP SILA SOLUTIONS GROUP 401(K) PROFIT SHARING PLAN | GREAT FALLS VA | 48 | $21.8M | $834K |
| 3 | THERMAL WINDOWS, INC. THERMAL INDUSTRIES, INC. 401(K) PLAN |
TULSA OK |
| 105 |
| $15.6M |
| $698K |
| 4 | HOPELINK HOPELINK 401(K) PLAN | REDMOND WA | 381 | $15.0M | $307K |
| 5 | SELF ESTEEM BRANDS, LLC SELF ESTEEM BRANDS, LLC 401(K) PLAN | WOODBURY MN | 469 | $39.8M | $276K |