Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BTW SMALL CAP Mutual Fund in their Schedule of Assets, totaling $8.7M 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 | THE SCRIPPS RESEARCH INSTITUTE THE SCRIPPS RESEARCH INSTITUTE FACULTY AND MANAGEMENT RETIREMENT PLAN | LA JOLLA CA | 646 | $304.3M | $6.8M |
| 2 | IMPRIVATA, INC. IMPRIVATA, INC. 401(K) PLAN | WALTHAM MA | 799 | $118.8M | $1.9M |