Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BOKF, NA Strategic Small Cap 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 | HEAT TRANSFER EQUIPMENT COMPANY HEAT TRANSFER EQUIPMENT COMPANY SAVINGS PLAN | TULSA OK | 130 | $13.7M | $480K |
| 2 | CHANDLER (U.S.A.), INC. CHANDLER (U.S.A), INC. 401(K) THRIFT PLAN | CHANDLER OK | 313 | $40.6M | $450K |
| 3 | TTCU FEDERAL CREDIT UNION TTCU RETIREMENT PLAN |
TULSA OK |
| 395 |
| $49.3M |
| $194K |
