Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Franklin Templeton Small Cap Value # in their Schedule of Assets, totaling $28.6M 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 | USI INSURANCE SERVICES LLC USI 401(K) PLAN | VALHALLA NY | 10,494 | $1.5B | $28.0M |
| 2 | VT MOBILE AEROSPACE ENGINEERING, INC. VT MOBILE AEROSPACE ENGINEERING, INC. 401(K) PLAN | MOBILE AL | 664 | $24.9M | $441K |
| 3 | PRAXIS HOLDING, LLC PRAXIS PACKAGING 401(K) PLAN |
GRAND RAPIDS MI |
| 553 |
| $5.7M |
| $54K |
| 4 | COMMUNITY BASED SERVICES, INC. COMMUNITY BASED SERVICES, INC. 401(K) PROFIT SHARING PLAN | NORTH SALEM NY | 445 | $11.7M | $44K |
| 5 | PODIMETRICS, INC PODIMETRICS, INC 401(K) PLAN | SOMERVILLE MA | 211 | $9.0M | $16K |
