Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Franklin Templeton Small-Mid Cap Growth Fund in their Schedule of Assets, totaling $1.1M 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 | TTCU FEDERAL CREDIT UNION TTCU RETIREMENT PLAN | TULSA OK | 395 | $49.3M | $854K |
| 2 | CALVERTHEALTH MEDICAL CENTER, INC. CALVERTHEALTH 403 (B) PLAN | PRINCE FREDERICK MD | 1,464 | $114.8M | $158K |
| 3 | BOARD OF TRUSTEES OF PLUMBERS LOCAL 55 DEFINED CONTRIBUTION RETIREMENT PLUMBERS LOCAL 55 DEFINED CONTRIBUTION RETIREMENT PLAN |
BROOKLYN HEIGHTS OH |
| 914 |
| $41.1M |
| $116K |
