Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Templeton Investments Franklin Small-Mid Cap Growth R6 in their Schedule of Assets, totaling $426K 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 | BANDINI ENTERPRISES, INC. BEI ENGINEERS 401(K) PLAN | HOUSTON TX | 108 | $16.9M | $237K |
| 2 | MUTZ MOTORS LIMITED PARTNERSHIP LAKELAND AUTOMALL 401(K) RETIREMENT PLAN | LAKELAND FL | 335 | $9.8M | $189K |
