Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Frankln Small Cap Value GG R in their Schedule of Assets, totaling $317K 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 | CAMBIUM ENDEAVORS, LLC SPRAGUE RETIREMENT PLAN | TACOMA WA | 250 | $23.1M | $174K |
| 2 | GENESEE SCIENTIFIC, LLC GENESEE SCIENTIFIC 401(K) PLAN | EL CAJON CA | 114 | $6.5M | $114K |
| 3 | SH GROUP OPERATIONS, LLC SH GROUP RETIREMENT SAVINGS PLAN |
COCONUT GROVE FL |
| 1,837 |
| $28.2M |
| $27K |
| 4 | HAI HOSPITALITY GROUP, LLC HAI HOSPITALITY GROUP, LLC 401(K) PLAN | AUSTIN TX | 1,083 | $3.8M | $1K |