Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Franklin Templeton Franklin Small Cap Value Fund R6 in their Schedule of Assets, totaling $2.4M 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 | MEDICAL PROFESSIONAL MUTUAL INSURANCE COMPANY COVERYS 401(K) RETIREMENT PLAN | BOSTON MA | 514 | $186.5M | $2.4M |
| 2 | COMMUNITY MEMORIAL HOSPITAL ASSOCIATION COMMUNITY MEMORIAL HOSPITAL ASSOCIATION MONEY PURCHASE PLAN | CLOQUET MN | 341 | $22.5M | $15K |
| 3 | COMMUNITY MEMORIAL HOSPITAL ASSOCIATION |
CLOQUET MN |
| 469 |
| $20.5M |
| $13K |
| 4 | ELECTRONIC MERCHANT SYSTEMS, LLC EMS SAVINGS PLAN | CLEVELAND OH | 408 | $13.3M | $12K |
| 5 | ROUTEWARE, INC. ROUTEWARE, INC. 401(K) PLAN | PORTLAND OR | 159 | $8.3M | $4K |
