Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Franklin Small-Mid Cap Growth R6 " in their Schedule of Assets, totaling $18.6M 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 | EMBRAER AIRCRAFT HOLDING, INC. EMBRAER AIRCRAFT HOLDING, INC. 401(K) RETIREMENT PLAN | FT. LAUDERDALE FL | 2,217 | $204.6M | $7.0M |
| 2 | AMERICAN PACKAGING CORPORATION AMERICAN PACKAGING CORPORATION 401(K) PLAN | COLUMBUS WI | 1,322 | $169.6M | $4.7M |
| 3 | DIGI INTERNATIONAL, INC. |
HOPKINS MN |
| 644 |
| $143.1M |
| $3.0M |
| 4 | BECKSTOFFER VINEYARDS BECKSTOFFER VINEYARDS SAFE HARBOR 401(K) RETIREMENT SAVINGS PLAN | RUTHERFORD CA | 132 | $19.3M | $871K |
| 5 | FORT WORTH ZOOLOGICAL ASSOCIATION FORT WORTH ZOOLOGICAL ASSOCIATION SAVINGS PLAN | FORT WORTH TX | 513 | $15.6M | $680K |
| 6 | CFS MANAGEMENT, LLC US EYE 40(K) RETIREMENT SAVINGS PLAN | VENICE FL | 963 | $39.9M | $515K |
| 7 | EVEREST CAMPUS SERVICES COMPANY, LLC THE EVEREST CAMPUS SERVICES COMPANY, LLC 401(K) PLAN | BROOKHAVEN GA | 536 | $18.8M | $441K |
| 8 | BEARD HOLDING, INC. DBA BEARD EQUIPMENT COMPANY BEARD EQUIPMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST | MOBILE AL | 418 | $38.6M | $353K |
| 9 | PRECISION PERSONNEL INC PRECISION PERSONNEL INC 401(K) PROFIT SHARING PLAN & TRUST | CLEARWATER FL | 160 | $12.2M | $255K |
| 10 | EARTHLINK, LLC EARTHLINK 401(K) PROFIT SHARING PLAN | ATLANTA GA | 271 | $12.7M | $195K |
