Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Franklin Templeton Investments Franklin Small Cap Value Fund Class R6 in their Schedule of Assets, totaling $1.1M 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 | UNIPRES U.S.A., INC. UNIPRES 401(K) RETIREMENT PLAN | PORTLAND TN | 668 | $31.6M | $297K |
| 2 | DAVIS DEFENSE GROUP, INC. DAVIS DEFENSE GROUP, INC. 401(K) | STAFFORD VA | 280 | $20.7M | $198K |
| 3 | HAWK CONSULTANTS, LLC HAWK CONSULTANTS, LLC 401(K) SAVINGS PLAN |
TOMBALL TX |
| 143 |
| $8.6M |
| $174K |
| 4 | KBKG, INC. KBKG, INC 401(K) PROFIT SHARING PLAN | PASADENA CA | 138 | $17.9M | $131K |
| 5 | ALTIVIA INVESTMENTS, LLC ALTIVIA 401(K) PLAN | HOUSTON TX | 380 | $22.5M | $113K |
| 6 | MICROLUMEN, INC. MICROLUMEN 401(K) PLAN | OLDSMAR FL | 311 | $27.2M | $100K |
| 7 | ALTIVIA PETROCHEMICALS, LLC ALTIVIA 401(K) PLAN | HOUSTON TX | 450 | $33.7M | $97K |
| 8 | IDENTIV, INC. IDENTIV 401(K) PLAN | SANTA ANA CA | 19 | $7.1M | $30K |
