Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Franklin Templeton Franklin Small-Mid Cap Growth Fund in their Schedule of Assets, totaling $25.5M 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 | ASSA ABLOY INCORPORATED ASSA ABLOY INC. RETIREMENT SAVINGS PLAN | NEW HAVEN CT | 14,342 | $1.3B | $22.8M |
| 2 | TRAVEL STORE, INC. TRAVEL STORE, INC. 401(K) PLAN | LOS ANGELES CA | 87 | $16.3M | $2.0M |
| 3 | HOUSTON ZOO, INC. HOUSTON ZOO EMPLOYEES' 401(K) PLAN |
HOUSTON TX |
| 407 |
| $28.2M |
| $343K |
| 4 | MEDCENTRAL HEALTH SYSTEM MEDCENTRAL HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN | MANSFIELD OH | 1,146 | $100.3M | $316K |
| 5 | BRAIN & SPINE MEDICAL SERVICES, PLLC BRAIN & SPINE MEDICAL SERVICES, PLLC 401(K) PROFIT SHARING PLAN | WILLIAMSVILLE NY | 146 | $7.1M | $76K |
| 6 | REACH COMMUNITY DEVELOPMENT, INC. REACH COMMUNITY DEVELOPMENT, INC. 401(K) PLAN | PORTLAND OR | 110 | $4.1M | $5K |
