Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Buffalo Small Cap Institutional Fund Mutual fund in their Schedule of Assets, totaling $1.9M 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 | SOFTBANK INC. SOFTBANK INC 401(K) PLAN | SAN CARLOS CA | 204 | $64.9M | $828K |
| 2 | SB INVESTMENT ADVISERS (US) INC. SB US 401(K) PLAN | MENLO PARK CA | 746 | $132.9M | $775K |
| 3 | THE ECHO DESIGN GROUP, INC. THE ECHO DESIGN GROUP, INC. 401(K) PLAN |
MOONACHIE NJ |
| 85 |
| $32.9M |
| $91K |
| 4 | CLOUDBEES INC. CLOUDBEES 401(K) PLAN | LEWES DE | 221 | $26.7M | $89K |
| 5 | FANDOM, INC. FANDOM, INC. 401(K) PROFIT SHARING PLAN TRUST | SAN FRANCISCO CA | 215 | $28.0M | $29K |
| 6 | VEHO TECH, INC. VEHO TECH, INC. 401(K) PLAN | CLAYMONT DE | 738 | $8.0M | $25K |
| 7 | BEAMERY, INC. BEAMERY, INC. 401(K) PLAN | COVINA CA | 56 | $3.7M | $12K |
| 8 | DEXTERITY, INC DEXTERITY, INC. 401(K) PLAN | REDWOOD CITY CA | 174 | $6.0M | $3K |
