Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Buffalo Small Cap Fund Institutional Class Mutual fund in their Schedule of Assets, totaling $1.2M 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 | UNITED ENERGY TRADING, LLC UNITED ENERGY TRADING LLC 401K PROFIT SHARING PLAN | BISMARCK ND | 129 | $34.8M | $777K |
| 2 | RAINBOW ENERGY CENTER, LLC RAINBOW ENERGY CENTER, LLC 401(K) PROFIT SHARING PLAN | BISMARCK ND | 208 | $23.1M | $160K |
| 3 | KIXEYE INC. STILLFRONT NORTH AMERICA 401K PLAN |
| — |
| 117 |
| $25.2M |
| $138K |
| 4 | YAPSTONE HOLDINGS, INC. YAPSTONE 401(K) PLAN | WALNUT CREEK CA | 25 | $15.5M | $62K |
| 5 | FIRST MILE GROUP, INC. ALLOY 401(K) PLAN | NEW YORK NY | 237 | $22.9M | $35K |