Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FRANKLIN SMALL MID CP GR -ADV in their Schedule of Assets, totaling $555K 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 | BOWE SYSTEC NORTH AMERICA BOWE SYSTEC NORTH AMERICA 401(K) | RALEIGH NC | 105 | $12.5M | $386K |
| 2 | UNITED AGRIBUSINESS LEAGUE UNITED AGRIBUSINESS LEAGUE 401(K) PLAN | IRVINE CA | 104 | $11.3M | $117K |
| 3 | PHONONIC, INC PHONONIC INC PLAN |
| 82 |
| $10.4M |
| $44K |
| 4 | ONE SOURCE COMMUNICATIONS, LLC ONE SOURCE 401(K) PROFIT SHARING PLAN & TRUST | GREENVILLE NC | 206 | $10.4M | $9K |
