Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Franklin Small-mid Cap Growth R6 Mutual fund in their Schedule of Assets, totaling $18.7M 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 | COADVANTAGE CORPORATION COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN | BRADENTON FL | 76,258 | $1.2B | $15.5M |
| 2 | ELITE PROPERTIES OF AMERICA, INC. DBA CLASSIC COMPANIES THE CLASSIC 401(K) PLAN | COLORADO SPRINGS CO | 406 | $31.7M | $1.1M |
| 3 | BERG EUROPIPE HOLDING CORP. |
PANAMA CITY FL |
| 420 |
| $55.7M |
| $784K |
| 4 | TUDI MECHANICAL SYSTEMS, INC. TUDI MECHANICAL SYSTEMS 401(K) PLAN | MCKEES ROCKS PA | 200 | $23.3M | $597K |
| 5 | CTW HOME HEALTH, LLC CIRCLE OF CARE 401(K) PLAN | SAN ANTONIO TX | 656 | $4.7M | $207K |
| 6 | WINDOW NATION LLC THE WINDOW NATION 401(K) AND PROFIT SHARING PLAN | FULTON MD | 748 | $15.5M | $110K |
| 7 | ETRAILER CORPORATION ETRAILER CORPORATION EMPLOYEE PROFIT SHARING PLAN & TRUST | WENTZVILLE MO | 378 | $32.0M | $107K |
| 8 | REEVES YOUNG, LLC REEVES YOUNG PROFIT SHARING PLAN | SUGAR HILL GA | 579 | $19.6M | $84K |
| 9 | MXR IMAGING, INC. MXR IMAGING, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 413 | $40.0M | $76K |
| 10 | KINDERSYSTEMS, INC. KINDERSYSTEMS INC.401(K) PLAN | ESCONDIDO CA | 108 | $5.0M | $50K |
