Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Franklin Templeton Investments Franklin Small Cap Value R6 Fd - in their Schedule of Assets, totaling $2.5M 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 | KAPSCH TRAFFICCOM USA, INC. KAPSCH TRAFFICCOM 401(K) PLAN | DULUTH GA | 615 | $84.8M | $770K |
| 2 | NUTRISYSTEM INC. WELLFUL, INC. 401(K) PLAN | FORT WASHINGTON PA | 438 | $36.6M | $400K |
| 3 | BARGE DESIGN SOLUTIONS, INC. BARGE DESIGN SOLUTIONS, INC. EMPLOYEES' PROFIT SHARING PLAN |
NASHVILLE TN |
| 614 |
| $142.0M |
| $385K |
| 4 | ORIANA HOUSE, INC. ORIANA HOUSE, INC. 403(B) RETIREMENT PLAN | AKRON OH | 798 | $24.5M | $344K |
| 5 | AMERICAN COLLEGE OF SURGEONS AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLAN | CHICAGO IL | 471 | $74.0M | $277K |
| 6 | KOLLECTIVE MANAGEMENT SERVICES, LLC KOLLECTIVE MANAGEMENT SERVICES, LLC 401(K) PLAN | EDISON NJ | 575 | $34.5M | $108K |
| 7 | BETHEL METHODIST HOME THE BETHEL HOME 401(K) PROFIT SHARING PLAN | CROTON ON HUDSON NY | 123 | $5.3M | $86K |
| 8 | RIA FEDERAL CREDIT UNION RIA FEDERAL CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | BETTENDORF IA | 130 | $9.9M | $54K |
| 9 | SAN DIEGO JEWISH ACADEMY SAN DIEGO JEWISH ACADEMY 401(K) SAVINGS PLAN | SAN DIEGO CA | 160 | $15.7M | $27K |
| 10 | SOURCEPASS, LLC SOURCEPASS 401(K) PLAN | MELVILLE NY | 454 | $25.9M | $12K |
