Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Franklin Templeton Investments Registered Investment Company Franklin Sm Cap Value Adv Fund in their Schedule of Assets, totaling $221K 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 | SAGILITY OPERATIONS INC SAGILITY 401(K) PLAN | WESTMINISTER CO | 4,080 | $31.3M | $221K |
