Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Franklin Templeton Investments Small Cap Growth R Fund in their Schedule of Assets, totaling $633K 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 | J.R. CARLSON LABORATORIES, INC. J.R. CARLSON LABORATORIES, INC. 401(K) PLAN | LINCOLNSHIRE IL | 145 | $18.9M | $443K |
| 2 | MEMORIAL MOTORS, INC. DOHERTY AUTO GROUP 401(K) PLAN | LAKELAND FL | 3,232 | $25.1M | $190K |
