Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Franklin Templeton Investments Franklin Sm Cap Growth R Fd in their Schedule of Assets, totaling $427K 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 | SEVERSON GROUP, INCORPORATED SEVERSON GROUP 401(K) PLAN | LOS ALAMITOS CA | 144 | $26.6M | $427K |
