Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Franklin Templeton: Small Cap Growth Fund in their Schedule of Assets, totaling $19.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SKYWORKS SOLUTIONS, INC. SKYWORKS SOLUTIONS SAVINGS AND RETIREMENT 401(K) PLAN | WOBURN MA | 2,480 | $852.5M | $15.3M |
| 2 | DELAWARE RESOURCE GROUP OF OKLAHOMA, LLC DELAWARE RESOURCE GROUP OF OKLAHOMA, LLC 401(K) PLAN | OKLAHOMA CITY OK | 1,333 | $82.4M | $2.7M |
| 3 | PREMIER PACKAGING, LLC |
LOUISVILLE KY |
| 814 |
| $35.3M |
| $640K |
| 4 | BIP ALIGNED EQUITY HOLDINGS LLC ALIGNED EQUITY HOLDINGS 401(K) PLAN | BOSTON MA | 383 | $11.9M | $260K |
| 5 | JD YOUNG COMPANY, INC. JD YOUNG COMPANY, INC. 401(K) RETIREMENT PLAN | TULSA OK | 115 | $11.1M | $248K |
| 6 | NORTH RIDGE COUNTRY CLUB, INC. NORTH RIDGE COUNTRY CLUB 401(K) EMPLOYEE SAVINGS AND RETIREMENT PLAN | RALEIGH NC | 154 | $5.4M | $213K |
| 7 | THE WILLIAMSON GROUP, INC. THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN | LOUISVILLE KY | 101 | $24.1M | $100K |
| 8 | THE ANTI-CRUELTY SOCIETY THE ANTI-CRUELTY SOCIETY 403(B) PLAN | CHICAGO IL | 129 | $6.9M | $84K |
| 9 | NICKCO HOSPITALITY LLC NICKCO HOSPITALITY LLC 401(K) PROFIT SHARING PLAN & TRUST | IRVINE CA | 492 | $2.1M | $44K |
