Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Franklin/Templeton Small Cap Value Fund in their Schedule of Assets, totaling $10.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SYMMES MAINI & MCKEE ASSOC. INC. SYMMES, MAINI & MCKEE ASSOCIATES, INC. 401K PLAN | CAMBRIDGE MA | 209 | $63.2M | $3.4M |
| 2 | W&P MANAGEMENT, LLC W&P MANAGEMENT PROFIT SHARING AND 401(K) PLAN | UTICA MI | 486 | $29.0M | $1.8M |
| 3 | CON AM MANAGEMENT CORPORATION |
SAN DIEGO CA |
| 1,602 |
| $37.6M |
| $1.2M |
| 4 | VILLAGE ASSOCIATES INC. VILLAGE ASSOCIATES INC. 401(K) PLAN AND TRUST | PULASKI WI | 321 | $29.9M | $662K |
| 5 | NSD NEWCO, INC NATION SAFE DRIVERS EMPLOYEE STOCK OWNERSHIP PLAN | BOCA RATON FL | 271 | $72.7M | $592K |
| 6 | RISEPOINT, LLC RISEPOINT, LLC RETIREMENT SAVINGS PLAN | CLAYMONT DE | 1,563 | $94.6M | $455K |
| 7 | COUNTRY FAIR, INC. COUNTRY FAIR, INC. 401(K) RETIREMENT PLAN | ERIE PA | 412 | $14.5M | $421K |
| 8 | OWEN ELECTRIC COOPERATIVE, INC. OWEN ELECTRIC COOPERATIVE EMPLOYEE SAVINGS AND PROTECTION PLAN | OWENTON KY | 122 | $36.3M | $353K |
| 9 | FRONT PORCH COMMUNITIES AND SERVICES FRONT PORCH RETIREMENT PLAN | GLENDALE CA | 2,900 | $127.4M | $268K |
| 10 | THE WILLIAMSON GROUP, INC. THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN | LOUISVILLE KY | 101 | $24.1M | $260K |
