Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Franklin Small‐Mid Growth in their Schedule of Assets, totaling $1.4M 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 | GUARANTEE TRUST LIFE INSURANCE COMPANY GUARANTEE TRUST LIFE INSURANCE COMPANY AND SELECT AFFILIATES 401(K) AND PROFIT SHARING PLAN | GLENVIEW IL | 296 | $57.0M | $868K |
| 2 | PEN AIR CREDIT UNION PEN AIR CREDIT UNION 401(K) PLAN | PENSACOLA FL | 375 | $37.5M | $193K |
| 3 | GLOCK, INC. GLOCK, INC. 401(K) PLAN |
SMYRNA GA |
| 637 |
| $23.4M |
| $107K |
| 4 | REZOLUT, LLC REZOLUT 401(K) PLAN | ATLANTA GA | 998 | $8.9M | $67K |
| 5 | ENGINEERED COOLING SERVICES, LLC ENGINEERED COOLING SERVICES, LLC 401(K) PLAN | PENSACOLA FL | 316 | $13.8M | $25K |
| 6 | STAR DISTRIBUTORS INC STAR DISTRIBUTORS, INC. 401(K) SAVINGS PLAN | WEST HAVEN CT | 302 | $36.7M | $20K |
| 7 | ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC 401K PLAN | BOCA RATON FL | 647 | $60.2M | $18K |
| 8 | MARKET RESOURCE PARTNERS LLC MARKET RESOURCE PARTNERS RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 92 | $12.1M | $17K |
| 9 | PMC HOSPITAL, LLC PATIENTS MEDICAL CENTER 401(K) PLAN | PASADENA TX | 420 | $17.9M | $16K |
| 10 | THE INTERMED GROUP INTERMED PROFIT SHARING AND 401(K) PLAN | ALACHUA FL | 258 | $14.7M | $16K |
