Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Franklin Templeton Small-Cap Value R6 in their Schedule of Assets, totaling $2.2M 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 | GIFT OF HOPE ORGAN & TISSUE DONOR NETWORK GIFT OF HOPE ORGAN & TISSUE DONOR NETWORK 403(B) PLAN | ITASCA IL | 418 | $51.0M | $1.3M |
| 2 | PLAN PROFESSIONALS, LLC PEP SMART NATIONAL POOLED EMPLOYER PLAN | SHREWSBURY NJ | 2,884 | $62.6M | $613K |
| 3 | WESTDALE ASSET MANAGEMENT, LTD |
DALLAS TX |
| 795 |
| $28.8M |
| $148K |
| 4 | BYRNE ELECTRICAL SPECIALISTS, INC. BYRNE ELECTRICAL SPECIALISTS, INC. RETIREMENT SAVINGS PLAN | ROCKFORD MI | 551 | $12.5M | $70K |
| 5 | ROCHELLE COMMUNITY HOSPITAL ASSOCIATION RCHA GROUP 401(K) PLAN | ROCHELLE IL | 340 | $21.6M | $59K |
| 6 | STRONGHOLD ENGINEERING INC. STRONGHOLD ENGINEERING, INC. 401(K) EMPLOYEE'S PROFIT SHARING PLAN | PERRIS CA | 148 | $18.8M | $12K |
