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 Mutual fund in their Schedule of Assets, totaling $2.1M 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 | ELECTRIC POWER RESEARCH INSTITUTE, INC. ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN | PALO ALTO CA | 1,278 | $605.1M | $1.6M |
| 2 | CHEGG, INC CHEGG 401(K) SAVINGS PLAN | SANTA CLARA CA | 635 | $138.3M | $202K |
| 3 | EIS GROUP INC. EIS GROUP 401(K) PLAN |
SAN FRANCISCO CA |
| 141 |
| $22.6M |
| $200K |
| 4 | VRX, INC. VRX, INC. RETIREMENT TRUST | PLANO TX | 197 | $11.2M | $144K |
| 5 | VIRTA HEALTH CORP. VIRTA HEALTH CORP. 401(K) PLAN | COVINA CA | 664 | $21.7M | $18K |