Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Franklin Templeton Investments Franklin Small Cap Value Fund R6 in their Schedule of Assets, totaling $4.4M 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 | CAREERBUILDER, LLC CAREERBUILDER, LLC 401(K) PLAN | CHICAGO IL | 141 | $106.8M | $4.0M |
| 2 | ZIM INDUSTRIES, INC ZIM INDUSTRIES, INC 401(K) PROFIT SHARING PLAN | FRESNO CA | 148 | $25.6M | $212K |
| 3 | ARRO HOLDINGS, LLC ARRO HOLDINGS, LLC 401(K) PLAN |
LITITZ PA |
| 145 |
| $11.1M |
| $172K |
| 4 | MAYBOURNE BEVERLY HILLS OPERATOR LLC MAYBOURNE BEVERLY HILLS OPERATOR LLC 401(K) PLAN | BEVERLY HILLS CA | 509 | $8.1M | $58K |
| 5 | BATH SAVER, INC. BATH SAVER, INC. 401(K) PLAN | LEWISBERRY PA | 552 | $15.0M | $39K |
