Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Franklin/Templeton Franklin Small Cap Value Fund in their Schedule of Assets, totaling $14.5M 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 | ALDRIDGE GROUP, LLC ALDRIDGE GROUP, LLC 401(K) RETIREMENT PLAN | LIBERTYVILLE IL | 532 | $116.8M | $3.7M |
| 2 | DOLLAR GENERAL CORPORATION DOLLAR GENERAL CORP 401(K) SAVINGS AND RETIREMENT PLAN | GOODLETTSVILLE TN | 194,837 | $824.5M | $3.7M |
| 3 | MCDONALD HOPKINS LLC MCDONALD HOPKINS LLC PROFIT SHARING PLAN |
CLEVELAND OH |
| 295 |
| $125.3M |
| $3.6M |
| 4 | DATAVOX, INC. DATAVOX INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 220 | $27.2M | $776K |
| 5 | UNITED SEATING AND MOBILITY, LLC NUMOTION 401(K) RETIREMENT PLAN | ROCKY HILL CT | 2,952 | $149.5M | $677K |
| 6 | STORCK USA, L.P. STORCK USA, L.P. EMPLOYEE 401(K) SAVINGS PLAN | CHICAGO IL | 95 | $22.6M | $579K |
| 7 | AMERICAN AUTOMOBILE ASSOC., INC. THE AAA THRIFT / SAVINGS PLAN | HEATHROW FL | 469 | $225.3M | $446K |
| 8 | C2 EDUCATIONAL SYSTEMS, INC. C2 EDUCATIONAL SYSTEMS 401(K) PROFIT SHARING PLAN | JOHNS CREEK GA | 1,399 | $18.4M | $242K |
| 9 | DEPLOYED RESOURCES LLC DEPLOYED RESOURCES LLC 401(K) PLAN | ROME NY | 1,139 | $19.3M | $135K |
| 10 | KURA ONCOLOGY, INC. KURA ONCOLOGY, INC. 401(K) PLAN | SAN DIEGO CA | 193 | $24.4M | $134K |
