Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Franklin Templeton Investments Franklin Small Cap Value R6 in their Schedule of Assets, totaling $1.8M 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 | PRAIRIE BAND POTAWATOMI ENTERTAINMENT CORPORATION PRAIRIE BAND POTAWATOMI ENTERTAINMENT CORPORATION 401(K) PLAN | MAYETTA KS | 765 | $24.2M | $1.1M |
| 2 | BANDINI ENTERPRISES, INC. BEI ENGINEERS 401(K) PLAN | HOUSTON TX | 108 | $16.9M | $217K |
| 3 | DANIEL DEFENSE, LLC DANIEL DEFENSE, LLC EMPLOYEES SAVINGS PLAN |
BLACKCREEK GA |
| 273 |
| $18.1M |
| $192K |
| 4 | A.C. LEGG PACKING CO., INC. A. C. LEGG PACKING COMPANY 401(K) PROFIT SHARING PLAN | CALERA AL | 114 | $8.3M | $166K |
| 5 | LA SPECIALTY PRODUCE CO. VESTA FOOD SERVICE 401(K) PLAN AND TRUST | SANTA FE SPRINGS CA | 708 | $28.8M | $50K |
| 6 | IMAGE OPTIONS IMAGE OPTIONS RETIREMENT SAVINGS PLAN | FOOTHILL RANCH CA | 117 | $11.2M | $40K |
| 7 | MOUNTAINSIDE TREATMENT CENTER MOUNTAINSIDE RETIREMENT SAVINGS PLAN | CANAAN CT | 356 | $10.2M | $17K |
| 8 | GALLO CATTLE COMPANY DBA JOSEPH GALLO FARMS JOSEPH GALLO FARMS 401(K) PLAN | ATWATER CA | 222 | $11.6M | $12K |
| 9 | JOSEPH GALLO CHEESE COMPANY, LP DBA JOSEPH GALLO FARMS JOSEPH GALLO FARMS 401(K) PLAN | ATWATER CA | 231 | $16.8M | $8K |
