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 R6 Mutual Funds in their Schedule of Assets, totaling $570K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KPM ANALYTICS INC. KPM ANALYTICS, INC. 401(K) PLAN | WESTBOROUGH MA | 119 | $7.8M | $371K |
| 2 | CHESTNUT HILL REALTY CORP. CHESTNUT HILL REALTY CORP. 401K PLAN | CHESTNUT HILL MA | 218 | $43.3M | $127K |
| 3 | THE SANTA LUCIA PRESERVE CO. THE SANTA LUCIA PRESERVE CO. 401(K) PLAN |
CARMEL CA |
| 181 |
| $8.4M |
| $73K |
