Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Templeton Investments Franklin Small Cap Growth Fund N/R in their Schedule of Assets, totaling $282K 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 | ASSOCIATION OF EQUIPMENT MANUFACTURERS ASSOCIATION OF EQUIPMENT MANUFACTURERS 401(K) PLAN-A | MILWAUKEE WI | 113 | $18.2M | $264K |
| 2 | INNOVATIVE HEARTH PRODUCTS LLC INNOVATIVE HEARTH PRODUCTS LLC 401(K) PLAN | RUSSELLVILLE AL | 414 | $11.5M | $18K |
