Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding F&T Beh Smcap Eq R6 Mutual Fund in their Schedule of Assets, totaling $354K 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 | PHANTOM ADMINISTRATIVE LLC PHANTOM ADMINISTRATIVE RETIREMENT SAVINGS PLAN | YOUNGSTOWN OH | 1,156 | $12.7M | $293K |
| 2 | WESTMINSTER CHRISTIAN SCHOOL WESTMINSTER CHRISTIAN SCHOOL 403(B) PLAN | PALMETTO BAY FL | 249 | $6.4M | $24K |
| 3 | METREA MANAGEMENT LLC METREA LLC 401(K) PLAN |
BETHANY OK |
| 743 |
| $56.7M |
| $21K |
| 4 | KAUFMAN TRAILERS, LLC KAUFMAN TRAILERS 401(K) PLAN | DENTON NC | 758 | $9.0M | $16K |