Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Franklin Templeton Investments Franklin Small-Cap Value Fund in their Schedule of Assets, totaling $4.5M 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 | MARSHALL, GERSTEIN & BORUN LLP MARSHALL, GERSTEIN & BORUN LLP SALARY SAVINGS & PROFIT SHARING PLAN | CHICAGO IL | 186 | $160.1M | $2.0M |
| 2 | ARCHITECTS ORANGE LLP, DBA AO ARCHITECTS ORANGE 401(K) RETIREMENT SAVINGS PLAN | ORANGE CA | 310 | $31.3M | $516K |
| 3 | PEMBINA US CORPORATION |
HOUSTON TX |
| 213 |
| $54.3M |
| $446K |
| 4 | REHABILITATION INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITYLAB REHABILITATION INSTITUTE OF CHICAGO D/B/A SHIRLEY RYAN ABILITYLAB 403(B) RETIREMENT PLAN | CHICAGO IL | 269 | $53.4M | $342K |
| 5 | PEMBINA US CORPORATION PEMBINA U.S. CORPORATION WEALTH ACCUMULATION PLAN | HOUSTON TX | 268 | $68.3M | $276K |
| 6 | SAC WIRELESS, LLC SAC WIRELESS, LLC 401(K) PROFIT SHARING PLAN | HOFFMAN ESTATES IL | 96 | $32.5M | $246K |
| 7 | MAPAL INC. MAPAL INC. OFFICE 401(K) PLAN | PORT HURON MI | 119 | $17.0M | $149K |
| 8 | CENERGISTIC, LLC CENERGISTIC, LLC PROFIT SHARING PLAN | DALLAS TX | 154 | $23.4M | $129K |
| 9 | WHITESTONE REIT WHITESTONE REIT RETIREMENT SAVINGS PLAN | HOUSTON TX | 71 | $9.4M | $123K |
| 10 | MONA ELECTRIC GROUP, INC. MONA ELECTRIC GROUP, INC. 401(K) RETIREMENT PLAN | CLINTON MD | 78 | $19.0M | $104K |
