Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FID STK SEL SM CAP Mutual Funds in their Schedule of Assets, totaling $1.4M 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 | BUCKLEY ASSOCIATES, INC. BUCKLEY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | HANOVER MA | 158 | $51.4M | $1.4M |
| 2 | E80 GROUP INC ELETTRIC 80 INC. 401(K) PROFIT SHARING PLAN & TRUST | SKOKIE IL | 149 | $14.4M | $12K |
