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 Mid Cap Growth R6 in their Schedule of Assets, totaling $7.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARNIVAL CORPORATION THE CARNIVAL CORPORATION FUN SHIP SAVINGS PLAN | DORAL FL | 3,725 | $500.6M | $7.4M |
| 2 | COMMUNITY MEMORIAL HOSPITAL ASSOCIATION COMMUNITY MEMORIAL HOSPITAL ASSOCIATION MONEY PURCHASE PLAN | CLOQUET MN | 341 | $22.5M | $241K |
| 3 | COMMUNITY MEMORIAL HOSPITAL ASSOCIATION |
CLOQUET MN |
| 469 |
| $20.5M |
| $232K |
| 4 | KML LAW GROUP, P.C. KML LAW GROUP, P.C. 401K PROFIT SHARING PLAN | PHILADELPHIA PA | 114 | $9.7M | $3K |
