Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Franklin Templeton Investments Small Cap Growth Fund Class R6 in their Schedule of Assets, totaling $530K 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 | MARQUIS MANAGEMENT, LLC. MARQUIS MANAGEMENT, LLC.401K PLAN | HENNEPIN IL | 448 | $42.0M | $346K |
| 2 | WHITFIELD & EDDY P.L.C. WHITFIELD & EDDY P.L.C. 401(K) PLAN | DES MOINES IA | 80 | $32.5M | $142K |
| 3 | ACCUPAC, LLC ACCUPAC, LLC 401(K) PLAN |
| 911 |
| $31.3M |
| $42K |
