Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Franklin Templeton Small Cap Value Fund ‐ Class R6 in their Schedule of Assets, totaling $8.0M 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 | AKERMAN LLP AKERMAN LLP 401(K) PROFIT SHARING PLAN | ORLANDO FL | 1,368 | $452.3M | $7.4M |
| 2 | PPC FLEXIBLE PACKAGING, LLC PPC FLEXIBLE PACKAGING, LLC 401(K) PROFIT SHARING PLAN | BUFFALO GROVE IL | 926 | $40.0M | $253K |
| 3 | PREMIER FORGE GROUP, LLC PREMIER FORGE GROUP NON-UNION 401(K) PLAN | PORTLAND IN | 170 | $17.5M | $136K |
| 4 | ONX HOLDINGS, INC. ONX 401(K) PLAN | CARROLTON TX | 480 | $4.9M | $49K |
| 5 | ONX, INC. ONX 401(K) PLAN | GEORGETOWN TX | 419 | $7.4M | $45K |
| 6 | ALLIED MOULDED PRODUCTS, INC. ALLIED MOULDED PRODUCTS, INC. 401(K) AND PROFIT SHARING PLAN | BRYAN OH | 350 | $25.1M | $38K |
| 7 | BAHWAN CYBERTEK INC BAHWAN CYBERTEK INC 401(K) PROFIT SHARING PLAN & TRUST | NATICK MA | 142 | $8.7M | $22K |