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Fundamental ALL CAP Core Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 205 retirement plans report an interest in this investment, totaling $20.6M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
205
Reported interest (EOY)
$20.6M
Data source
DOL Form 5500 · Schedule D
Plans holding Fundamental ALL CAP Core Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CARR AUTO GROUP, INC. CARR AUTO GROUP 401(K) RETIREMENT PLAN | BEAVERTON OR | 259 | $22.7M | $1.9M |
| 2 | STAAR SURGICAL COMPANY STAAR SURGICAL COMPANY 401(K) PLAN | MONROVIA CA | 754 | $65.5M | $911K |
| 3 | THE CATHOLIC COUNCIL FOR THE SPANISH SPEAKING OF THE DIOCESE OF STOCKT EL CONCILIO PROFIT SHARING 401(K) PLAN | STOCKTON CA | 212 | $8.4M | $911K |
| 4 | DEMETRIOU, DEL GUERCIO, SPRINGER & FRANCIS, LLP DEMETRIOU, DEL GUERCIO, SPRINGER AND FRANCIS, LLP 401(K) PLAN | LOS ANGELES CA | 14 | — | $822K |
| 5 | KNIGHT ERGONOMICS, LTD. KNIGHT INDUSTRIES & ASSOCIATES, INC. 401(K) PLAN | AUBURN HILLS MI | 258 | $18.0M | $800K |
| 6 | COMPANION PROFESSIONAL SERVICES, LLC COMPANION PROFESSIONAL SERVICES, LLC DBA TM FLOYD & COMPANY 401(K) RETIREMENT PLAN | COLUMBIA SC | 176 | $23.1M | $741K |
| 7 | WALSH GALLEGOS KYLE ROBINSON & ROALSON P.C. WALSH GALLEGOS 401(K) PLAN | SAN ANTONIO TX | 128 | $41.4M | $656K |
| 8 | DEMOTTE STATE BANK DEMOTTE STATE BANK 401(K) PROFIT SHARING PLAN | DEMOTTE IN | 111 | $11.5M | $521K |
| 9 | NETRADYNE, INC. NETRADYNE, INC. 401(K) PLAN | SAN DIEGO CA | 181 | $14.3M | $459K |
| 10 | HELM BANK USA HELM BANK USA 401(K) PLAN | MIAMI FL | 239 | $29.8M | $402K |
See all 205 plans holding Fundamental ALL CAP Core Fund
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