Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Templeton Franklin Small Cap Gr Adv in their Schedule of Assets, totaling $2.9M 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 | EPSTEIN BECKER & GREEN, P.C. EPSTEIN BECKER & GREEN, P.C. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 463 | $167.7M | $2.4M |
| 2 | EPSTEIN BECKER & GREEN, P.C. EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN | NEW YORK NY | 136 | $46.2M | $554K |
