Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Franklin Templeton Franklin Small Cap Val R6 in their Schedule of Assets, totaling $5.7M 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 | GRAY CONSTRUCTION, INC GRAY RETIREMENT SAVINGS PLAN | LEXINGTON KY | 2,255 | $208.6M | $5.1M |
| 2 | MCFARLANE MANUFACTURING COMPANY, INC. MCFARLANE INCENTIVE SAVINGS AND PROFIT SHARING PLAN | SAUK CITY WI | 201 | $25.1M | $449K |
| 3 | LIFEBRIDGE HEALTH PRACTICE DYNAMICS 401(K) PLAN |
OWINGS MILLS MD |
| 797 |
| $84.5M |
| $102K |
| 4 | UNIVERSITY DEVELOPMENT CORP UDC 401K PLAN | SHREVEPORT LA | 600 | $3.1M | $70K |
