Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Franklin/Templeton Franklin Small Cap Value R6 in their Schedule of Assets, totaling $9.1M 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 | TRANSPORT EQUIPMENT COMPANY TRANSPORT EQUIPMENT COMPANY EMPLOYEES SAVINGS PLAN | WEST VALLEY CITY UT | 1,310 | $68.7M | $2.1M |
| 2 | SIERRA NEVADA BREWING CO. SIERRA NEVADA BREWING 401(K) PLAN | CHICO CA | 1,109 | $226.1M | $1.5M |
| 3 | SMOLIN, LUPIN & CO., P.A. SMOLIN, LUPIN & CO. SAVINGS AND INVESTMENT PLAN |
PARSIPPANY NJ |
| 140 |
| $33.0M |
| $1.3M |
| 4 | CARROLL HOSPITAL CENTER, INC. CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN | OWINGS MILLS MD | 2,254 | $155.1M | $1.2M |
| 5 | ASBURY AUTOMOTIVE GROUP LLC ASBURY AUTOMOTIVE RETIREMENT SAVINGS PLAN | DULUTH GA | 15,375 | $741.2M | $1.2M |
| 6 | JACOB & HEFNER ASSOCIATES, INC. JACOB & HEFNER ASSOCIATES 401(K) PLAN | DOWNERS GROVE IL | 114 | $14.5M | $367K |
| 7 | INPERIUM, INC. INPERIUM & FAMILY OF SERVICES 401(K) PLAN | READING PA | 4,115 | $37.4M | $283K |
| 8 | LIFEBRIDGE HEALTH CARROLL HEALTH GROUP 401(K) PLAN | OWINGS MILLS MD | 182 | $15.2M | $235K |
| 9 | BG STAFF SERVICES, INC. BG STAFF SERVICES INC. RETIREMENT SAVINGS PLAN | PLANO TX | 22,408 | $44.3M | $143K |
| 10 | AMERICAN UROLOGICAL ASSOCIATION EDUCATION & RESEARCH, INC. AUA TAX SHELTERED ANNUITY PLAN | LINTHICUM MD | 140 | $23.8M | $116K |
